Breaking News
Get 50% Off 0
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Close

Segall Bryant & Hamill Global All Cap Fund Institutional Class (WIMVX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
11.200 -0.030    -0.27%
28/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.46M
Westcore Global Large-Cap Dividend Fund Institutio 11.200 -0.030 -0.27%

WIMVX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Westcore Global Large-Cap Dividend Fund Institutio (WIMVX) fund. Our Westcore Global Large-Cap Dividend Fund Institutio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.550 2.550 0.000
Stocks 97.450 97.450 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.125 17.022
Price to Book 3.528 2.771
Price to Sales 2.011 1.912
Price to Cash Flow 15.257 11.494
Dividend Yield 1.532 2.276
5 Years Earnings Growth 11.528 11.103

Sector Allocation

Name  Net % Category Average
Technology 25.280 20.344
Financial Services 16.990 15.568
Healthcare 14.130 13.115
Industrials 13.060 12.141
Consumer Cyclical 9.860 10.432
Consumer Defensive 8.870 8.962
Energy 4.750 4.867
Communication Services 3.670 7.806
Basic Materials 3.390 4.519

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Microsoft US5949181045 4.68 446.95 -1.30%
  Apple US0378331005 2.81 210.61 -1.63%
  Visa A US92826C8394 2.78 262.47 -1.55%
  Quanta Services US74762E1029 2.54 254.09 -4.86%
  JPMorgan US46625H1005 2.47 202.26 +1.55%
  UnitedHealth US91324P1021 2.43 509.34 +4.71%
  Partners Group CH0024608827 2.33 1,166.00 +1.04%
  Parker-Hannifin US7010941042 2.29 505.63 +0.28%
  Alphabet C US02079K1079 2.29 183.42 -1.84%
  Reinsurance of America US7593516047 2.27 205.27 -0.41%

Top Equity Funds by Segall Bryant & Hamill

  Name Rating Total Assets YTD% 3Y% 10Y%
  Segall Bryant Hamill Small Cap Valu 504.77M 3.33 -0.79 7.07
  Segall Bryant & Hamill Intl Sm Cp I 64.45M 8.41 2.32 3.46
  Westcore Global LC Dividend Retail 29.91M 4.17 5.52 7.08
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

WIMVX Comments

Write your thoughts about Segall Bryant & Hamill Global All Cap Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email