UK markets closed

Westwood SMidCap Institutional (WHGMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.00-0.10 (-0.66%)
As of 08:06AM EDT. Market open.

Overall portfolio composition (%)

Cash1.13%
Stocks98.87%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
WHGMX
Basic materials
13.19%
Consumer cyclical
11.86%
Financial services
16.92%
Property
9.78%
Consumer defensive
2.47%
Healthcare
5.73%
Utilities
3.90%
Communication services
1.23%
Energy
7.14%
Industrials
21.13%
Technology
6.64%

Equity holdings

AverageWHGMXCategory average
Price/Earnings0.0720.63
Price/book0.432.87
Price/sales0.61.34
Price/Cash flow0.0811.81
Median market cap5,666.374,925.88
3-year earnings growth24.7610.55

Bond holdings

AverageWHGMXCategory average
MaturityN/A1.97
DurationN/A1.64
Credit qualityN/AN/A

Bond ratings

Sector(s)WHGMX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (22.95% of total assets)

Get quotes for top holdings
NameSymbol% assets
Chord Energy Corp Ordinary Shares - NewCHRD2.64%
Hubbell IncHUBB2.43%
Northern Oil & Gas IncNOG2.42%
Littelfuse IncLFUS2.33%
Rambus IncRMBS2.28%
Summit Materials Inc Class ASUM2.28%
Ecovyst IncECVT2.22%
Domino's Pizza IncDPZ2.16%
The Timken CoTKR2.10%
Constellium SE Class ACSTM2.10%