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Westwood Smidcap Plus Fund Institutional Class (WHGPX)

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Westwood SMidCap Plus Institutional historical data, for real-time data please try another search

8.74 -0.01 -0.11%

26/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.38M

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WHGPX Holdings

Comprehensive information about top holdings and Key Holding Information for the Westwood SMidCap Plus Institutional (WHGPX) fund. Our Westwood SMidCap Plus 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	0.46	0.46	0.00
Shares	99.54	99.54	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.00	17.50
Price to Book	2.20	2.44
Price to Sales	2.01	1.55
Price to Cash Flow	9.84	10.65
Dividend Yield	1.93	1.49
5 Years Earnings Growth	12.20	11.40

Sector Allocation

Name	Net %	Category Average
Financial Services	21.59	16.71
Real Estate	12.35	7.07
Industrials	12.01	19.00
Technology	11.67	15.97
Consumer Cyclical	9.36	12.83
Basic Materials	8.85	4.64
Healthcare	7.17	9.97
Utilities	6.55	4.17
Energy	5.14	4.77
Consumer Defensive	4.13	4.65
Communication Services	1.20	2.90

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 64

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Alliant Energy Corp	-	2.77	-	-
DTE Energy Co	-	2.66	-	-
Diamondback Energy Inc	-	2.60	-	-
WPX Energy Inc Class A	-	2.51	-	-
Assurant Inc	-	2.50	-	-
Houlihan Lokey Inc Class A	-	2.48	-	-
Hubbell Inc	-	2.40	-	-
Western Alliance Bancorp	-	2.39	-	-
Alexandria Real Estate Equities Inc	-	2.30	-	-
Curtiss-Wright Corp	-	2.15	-	-

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	394.52M	-1.93	8.96	7.13
Westwood Income Opportunity Instl	374.65M	3.89	8.29	5.44
Westwood LargeCap Value Institution	181.82M	10.55	4.34	8.73
Westwood SMidCap Institutional	69.05M	10.42	5.24	7.41
Westwood Income Opportunity A	42.98M	2.34	2.73	5.11

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