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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

US Funds

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23.31 +0.36 +1.57%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 497.77M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

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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	0.49	0.49	0.00
Stocks	99.51	99.51	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.37	15.28
Price to Book	1.56	1.89
Price to Sales	1.36	1.24
Price to Cash Flow	6.68	8.28
Dividend Yield	2.25	1.55
5 Years Earnings Growth	9.41	11.97

Sector Allocation

Name	Net %	Category Average
Financial Services	23.13	16.92
Industrials	20.46	19.21
Real Estate	13.12	6.88
Basic Materials	9.19	5.23
Energy	7.63	5.25
Healthcare	7.38	11.93
Consumer Cyclical	5.67	12.29
Technology	4.42	14.39
Utilities	4.09	2.96
Consumer Defensive	3.83	4.33
Communication Services	1.09	2.24

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 61

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
GMS Inc	US36251C1036	2.15	101.70	+2.62%
Verra Mobility	US92511U1025	2.13	23.64	+1.94%
NorthWestern	US6680743050	2.10	56.75	+0.42%
Viavi Solutions	US9255501051	2.10	10.10	+2.02%
Century Communities	US1565043007	2.09	88.69	+1.66%
SM Energy	US78454L1008	2.09	46.03	+1.25%
ArcBest Corp	US03937C1053	2.08	109.91	+0.83%
Piper Sandler	US7240781002	2.07	340.71	+0.11%
Stepan	US8585861003	2.07	76.85	+1.12%
Moog	US6153942023	2.06	222.56	+1.02%

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood Income Opportunity Instl	380.27M	8.19	1.42	4.91
Westwood LargeCap Value Institution	223.96M	12.52	8.16	9.48
Westwood SMidCap Institutional	80.51M	11.78	7.46	7.99
Westwood Income Opportunity A	44.63M	9.78	2.36	4.98

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