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Westwood Quality Value Fund Institutional Class (WHGLX)

US Funds

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13.55 +0.11 +0.82%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 174.98M

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WHGLX Holdings

Comprehensive information about top holdings and Key Holding Information for the Westwood LargeCap Value Institutional (WHGLX) fund. Our Westwood LargeCap Value Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.04	2.04	0.00
Shares	97.96	97.96	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.98	15.64
Price to Book	3.19	2.48
Price to Sales	2.41	1.69
Price to Cash Flow	13.70	10.46
Dividend Yield	2.06	2.53
5 Years Earnings Growth	9.06	9.64

Sector Allocation

Name	Net %	Category Average
Financial Services	18.64	21.21
Technology	16.26	12.46
Healthcare	14.09	15.60
Industrials	13.18	11.67
Consumer Cyclical	9.55	6.76
Consumer Defensive	7.64	8.55
Utilities	6.50	5.34
Energy	5.48	7.60
Real Estate	4.54	3.52
Basic Materials	2.11	3.41
Communication Services	2.02	5.54

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 48

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	3.44	303.22	+2.49%
JPMorgan	US46625H1005	3.44	265.73	+1.44%
J&J	US4781601046	3.40	155.03	+0.89%
Microsoft	US5949181045	3.25	470.38	+0.58%
Abbott Labs	US0028241000	3.01	133.58	-0.27%
Union Pacific	US9078181081	2.93	223.43	+1.26%
Bank of America	US0605051046	2.77	44.97	+1.33%
Visa A	US92826C8394	2.53	370.22	+0.94%
Goldman Sachs	US38141G1040	2.44	614.00	+1.34%
Prologis	US74340W1036	2.32	108.79	+0.90%

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	385.51M	-12.25	3.37	5.99
Westwood Income Opportunity Instl	366.81M	-1.53	4.35	4.70
Westwood SMidCap Institutional	65.69M	10.42	5.24	7.41
Westwood Income Opportunity A	41.88M	2.34	2.73	5.11

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