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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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19.99 -0.12 -0.60%

11/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 382.18M

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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 %
Shares	100.00	100.00	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.82	15.39
Price to Book	1.48	1.86
Price to Sales	1.36	1.24
Price to Cash Flow	6.63	8.32
Dividend Yield	2.13	1.54
5 Years Earnings Growth	8.84	11.80

Sector Allocation

Equities

Name	Net %	Category Average
Financial Services	23.01	17.98
Industrials	17.41	19.23
Real Estate	12.82	6.59
Technology	8.66	14.63
Basic Materials	8.37	4.85
Consumer Cyclical	7.87	12.09
Energy	7.19	4.75
Healthcare	5.62	11.92
Utilities	5.14	3.09
Consumer Defensive	3.92	4.52

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 61

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
YETI	US98585X1046	2.14	33.11	+3.92%
Everus Construction	US3004261034	2.12	73.46	+3.64%
Baldwin Insurance	US05589G1022	2.12	31.95	+1.17%
Rambus	US7509171069	2.11	75.55	+3.83%
City Holding	US1778351056	2.10	121.33	+1.93%
Verra Mobility	US92511U1025	2.09	23.87	+0.76%
Piper Sandler	US7240781002	2.09	336.21	+3.37%
First Bancorp	US3189101062	2.08	50.78	+3.36%
GMS Inc	US36251C1036	2.08	109.72	+0.18%
Blue Bird	US0953061068	2.07	55.88	+2.18%

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	373.26M	4.63	6.92	5.43
Westwood LargeCap Value Institution	180.6M	10.55	4.34	8.73
Westwood SMidCap Institutional	68.47M	10.42	5.24	7.41
Westwood Income Opportunity A	43.22M	2.34	2.73	5.11

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Recent Quotes

Name	Price	Chg.	Chg. %
Westwood SmallCap.	19.99	-0.12	-0.60%
Leverage Shares 5.	982.50	-27.50	-2.72%
UBAM - 30 Global .	332.790	-1.950	-0.58%