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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.04 | 2.04 | 0.00 |
Stocks | 97.96 | 97.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.98 | 15.57 |
Price to Book | 3.19 | 2.48 |
Price to Sales | 2.41 | 1.70 |
Price to Cash Flow | 13.70 | 10.59 |
Dividend Yield | 2.06 | 2.53 |
5 Years Earnings Growth | 9.06 | 9.06 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.64 | 21.32 |
Technology | 16.26 | 12.88 |
Healthcare | 14.09 | 15.07 |
Industrials | 13.18 | 11.90 |
Consumer Cyclical | 9.55 | 6.83 |
Consumer Defensive | 7.64 | 8.18 |
Utilities | 6.50 | 5.29 |
Energy | 5.48 | 7.58 |
Real Estate | 4.54 | 3.47 |
Basic Materials | 2.11 | 3.44 |
Communication Services | 2.02 | 5.56 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 3.44 | 481.52 | +0.09% | |
JPMorgan | US46625H1005 | 3.44 | 225.19 | -1.19% | |
J&J | US4781601046 | 3.40 | 162.99 | +0.09% | |
Microsoft | US5949181045 | 3.25 | 378.77 | -1.17% | |
Abbott Labs | US0028241000 | 3.01 | 129.89 | -0.30% | |
Union Pacific | US9078181081 | 2.93 | 234.29 | -1.35% | |
Bank of America | US0605051046 | 2.77 | 39.67 | -0.60% | |
Visa A | US92826C8394 | 2.53 | 328.55 | -1.29% | |
Goldman Sachs | US38141G1040 | 2.44 | 524.81 | -2.03% | |
Prologis | US74340W1036 | 2.32 | 110.36 | -4.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Westwood SmallCap Value Institution | 392.6M | -2.32 | 3.77 | 7.19 | ||
Westwood Income Opportunity Instl | 365.79M | 3.01 | 3.96 | 5.15 | ||
Westwood SMidCap Institutional | 65.87M | 10.42 | 5.24 | 7.41 | ||
Westwood Income Opportunity A | 42.85M | 2.34 | 2.73 | 5.11 |
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