NM

NWQ Managers

13F
NWQ Investment Management Co
Last update 2021-02-12 151 Stocks (14 new)
Value $2.20 Bil Turnover 11 %
Countries:
Top Holdings: GSK(3.48%)BMY(3.30%)ORCL(2.68%)JPM(2.29%)C(2.22%)

NWQ Managers Profile

NWQ Managers is a value-oriented money management firm with several fund products and more than $54 billion under management. Professionals with the company have an average of 22 years experience.

NWQ Managers Investing Philosophy

The firm does bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals. In addition, a broad range of quantitative valuation screens are applied including, price-to-cash flow, price-to-book, price-to-earnings and quality of earnings. They focus on three factors: attractive valuation, downside protection, and identifying catalysts and inflection points.
Summary Stock Picks Current Portfolio
NWQ Managers Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSK
GlaxoSmithKline PLC
1,626,730
76,538.0
+3.64%
3.480
+0.12%
0.080
+2.25%
+11.98%
74,751.9
Drug Manufacturers
BMY
Bristol-Myers Squibb Co
1,203,521
72,560.0
-3.93%
3.300
-0.10%
0.060
-2.34%
-12.09%
97,724.6
Drug Manufacturers
ORCL
Oracle Corp
988,359
59,005.0
-8.19%
2.680
-0.16%
0.040
+87.53%
+44.06%
668,811.2
Software
JPM
JPMorgan Chase & Co
523,739
50,420.0
-5.54%
2.290
-0.10%
0.020
+24.30%
+23.55%
801,337.5
Banks
C
Citigroup Inc
1,135,484
48,951.0
-1.06%
2.220
-0.02%
0.060
+46.79%
+35.54%
173,044.6
Banks
CMCSA
Comcast Corp
992,943
45,934.0
-7.65%
2.090
-0.11%
0.020
+4.07%
-3.50%
131,687.7
Telecommunication Services
DD
DuPont de Nemours Inc
803,699
44,589.0
-7.72%
2.030
-0.12%
0.160
+26.14%
+2.82%
32,450.4
Chemicals
SKM
SK Telecom Co Ltd
1,196,661
44,173.0
-3.73%
2.010
-0.05%
0.500
-2.67%
+9.21%
8,653.8
Telecommunication Services
ELV
Anthem Inc
153,129
41,129.0
-4.93%
1.870
-0.07%
0.060
-31.96%
-22.97%
63,437.2
Healthcare Plans
AXS
Axis Capital Holdings Ltd
761,970
33,557.0
+1.83%
1.520
+0.03%
0.890
+1.64%
+10.40%
7,628.6
Insurance

NWQ Managers's Historical Top Holdings Breakdowns

NWQ Managers Total Holding History ($B)

To

NWQ Managers's Asset Allocation

To

NWQ Managers Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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NWQ Managers's Hypothetical Growth since 2020-09-30

NWQ Managers's Yearly Returns

Year Portfolio % % Excess Gain %

NWQ Managers's Holdings Heat Map

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NWQ Managers's Holdings Bubble Chart

NWQ Managers News

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