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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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19.33 +0.22 +1.15%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 385.51M

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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	0.61	0.61	0.00
Shares	99.39	99.39	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	8.06	15.20
Price to Book	1.43	1.86
Price to Sales	1.16	1.24
Price to Cash Flow	5.88	8.34
Dividend Yield	2.21	1.55
5 Years Earnings Growth	8.13	11.78

Sector Allocation

Name	Net %	Category Average
Financial Services	23.02	17.94
Industrials	16.57	19.14
Real Estate	13.11	6.70
Energy	9.03	4.90
Basic Materials	8.26	4.89
Technology	7.13	14.38
Consumer Cyclical	6.74	12.05
Healthcare	6.08	12.06
Utilities	5.32	3.10
Consumer Defensive	3.93	4.55
Communication Services	0.81	2.34

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 62

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Everus Construction	US3004261034	2.12	61.19	+1.31%
SM Energy	US78454L1008	2.11	24.92	+3.79%
Urban Edge Properties	US91704F1049	2.09	18.67	+1.14%
TXNM Energy	US69349H1077	2.09	56.75	+0.53%
Seacoast Banking Florida	US8117078019	2.08	25.90	+1.69%
Merit	US5898891040	2.08	95.28	+0.07%
Simmons First National	US8287302009	2.07	18.96	+2.04%
Verra Mobility	US92511U1025	2.07	24.37	-0.04%
First Bancorp	US3189101062	2.07	41.63	+1.59%
Plymouth Industrial	US7296401026	2.06	16.23	+1.95%

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	366.81M	-1.53	4.35	4.70
Westwood LargeCap Value Institution	174.98M	10.55	4.34	8.73
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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