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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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17.16 +0.17 +1.00%

11/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 353.38M

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WHGSX Holdings

Comprehensive information about top holdings and Key Holding Information for the Westwood SmallCap Value Institutional (WHGSX) fund. Our Westwood SmallCap 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	0.17	0.17	0.00
Shares	99.83	99.83	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.08	15.61
Price to Book	1.44	1.91
Price to Sales	1.31	1.28
Price to Cash Flow	6.72	8.67
Dividend Yield	2.18	1.50
5 Years Earnings Growth	7.77	11.85

Sector Allocation

Name	Net %	Category Average
Financial Services	22.65	17.73
Industrials	18.37	19.36
Real Estate	12.87	6.70
Energy	9.09	4.98
Basic Materials	8.26	4.86
Consumer Cyclical	6.77	12.23
Healthcare	6.69	11.80
Utilities	5.35	2.97
Technology	4.87	14.55
Consumer Defensive	4.07	4.45
Communication Services	1.01	2.36

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 64

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Verra Mobility	US92511U1025	2.32	21.80	+0.32%
TXNM Energy	US69349H1077	2.23	51.73	+3.34%
Vital Energy	US5168062058	2.22	13.69	+2.62%
SM Energy	US78454L1008	2.22	21.67	+2.02%
Northern Oil&Gas	US6655313079	2.11	22.48	+3.50%
Renasant	US75970E1073	2.07	27.68	-0.36%
First Bancorp	US3189101062	2.05	36.02	-0.99%
Hawkins	US4202611095	2.04	114.78	+3.91%
AAR	US0003611052	2.04	53.39	+2.48%
Plymouth Industrial	US7296401026	2.04	14.08	+2.77%

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	347.63M	0.42	2.93	4.96
Westwood LargeCap Value Institution	172.6M	10.55	4.34	8.73
Westwood SMidCap Institutional	59.32M	10.42	5.24	7.41
Westwood Income Opportunity A	40.11M	2.34	2.73	5.11

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