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Segall Bryant & Hamill Global All Cap Fund Retail Class (WTMVX)

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12.330 -0.010    -0.08%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Segall Bryant & Hamill
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 31.64M
Westcore Global Large-Cap Dividend Fund Retail Cla 12.330 -0.010 -0.08%

WTMVX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Westcore Global Large-Cap Dividend Fund Retail Cla (WTMVX) fund. Our Westcore Global Large-Cap Dividend Fund Retail Cla 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 2.240 2.240 0.000
Stocks 97.760 97.760 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 20.902 17.208
Price to Book 3.969 2.846
Price to Sales 2.480 2.020
Price to Cash Flow 18.427 11.817
Dividend Yield 1.338 2.236
5 Years Earnings Growth 11.684 11.563

Sector Allocation

Name  Net % Category Average
Technology 24.270 21.245
Industrials 15.650 11.850
Financial Services 14.860 15.623
Healthcare 12.100 13.181
Consumer Cyclical 10.340 9.929
Consumer Defensive 9.420 8.700
Communication Services 4.280 7.940
Energy 3.810 4.647
Basic Materials 2.750 4.453
Real Estate 2.520 2.378

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 60

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Microsoft US5949181045 3.99 425.20 +0.51%
  ServiceNow Inc US81762P1021 2.66 1,045.55 -0.26%
  JPMorgan US46625H1005 2.58 241.16 +0.67%
  Constellation Software CA21037X1006 2.53 4,572.98 +1.85%
  Visa A US92826C8394 2.49 309.48 -0.12%
  Quanta Services US74762E1029 2.43 326.88 -0.12%
  Marvell US5738741041 2.42 90.07 -2.92%
  Alphabet C US02079K1079 2.41 180.49 -1.54%
  Apple US0378331005 2.39 225.12 +0.40%
  Schneider Electric FR0000121972 2.29 241.20 +1.07%

Top Equity Funds by Segall Bryant & Hamill

  Name Rating Total Assets YTD% 3Y% 10Y%
  Segall Bryant Hamill Small Cap Valu 527.59M 11.42 2.55 7.51
  Segall Bryant & Hamill Intl Sm Cp I 64.98M 16.88 6.48 4.77
  Westcore Global LC Dividend Inst 5.16M 18.42 8.55 8.80
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