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SBH SMID CAP VALUE DIVIDEND FUND | WTSDX

Mutual Fund
SBH SMID CAP VALUE DIVIDEND FUND
Last update 2022-01-27 63 Stocks (0 new)
Value $1.00 Mil Turnover 0 %
Countries:
Top Holdings: KSU(2.47%)AXS(2.40%)INVH(2.31%)OSK(2.27%)OUT(2.18%)
Summary Stock Picks Current Portfolio
SBH SMID CAP VALUE DIVIDEND FU... Top Holdings of 2019-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KSU
Kansas City Southern
131
17.4
0%
2.470
0%
0.000
+4.85%
+44.62%
26,710.9
Transportation
AXS
Axis Capital Holdings Ltd
254
16.9
0%
2.400
0%
0.000
+2.84%
+10.81%
7,656.9
Insurance
INVH
Invitation Homes Inc
549
16.3
0%
2.310
0%
0.000
-3.48%
+3.37%
19,908.6
REITs
OSK
Oshkosh Corp
211
16.0
0%
2.270
0%
0.000
+52.38%
+35.85%
8,232.7
Farm & Heavy Construction Machinery
OUT
Outfront Media Inc
541
15.4
0%
2.180
0%
0.000
+25.59%
+2.96%
3,017.4
REITs
ISBC
Investors Bancorp Inc
1,345
15.3
0%
2.170
0%
0.000
-17.95%
-7.39%
3,455.8
Banks
AUB
Atlantic Union Bankshares Corp
408
15.2
0%
2.160
0%
0.000
+29.32%
-9.23%
4,798.3
Banks
SUI
Sun Communities Inc
101
15.0
0%
2.130
0%
0.000
+6.08%
+6.07%
15,865.9
REITs
INDB
Independent Bank Corp
200
14.9
0%
2.120
0%
0.000
+19.63%
+8.66%
3,424.8
Banks
VST
Vistra Corp
557
14.9
0%
2.110
0%
0.000
+66.98%
+45.59%
67,907.1
Utilities - Independent Power Producers
Utilities - Independent Power Producers

SBH SMID CAP VALUE DIVIDEND FUND's Historical Top Holdings Breakdowns

SBH SMID CAP VALUE DIVIDEND FUND Total Holding History ($B)

To

SBH SMID CAP VALUE DIVIDEND FUND's Asset Allocation

To

SBH SMID CAP VALUE DIVIDEND FUND Past Portfolios

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

Top Ranked Articles

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SBH SMID CAP VALUE DIVIDEND FUND's Hypothetical Growth since 2019-09-30

SBH SMID CAP VALUE DIVIDEND FUND's Yearly Returns

Year Portfolio % % Excess Gain %

SBH SMID CAP VALUE DIVIDEND FUND's Holdings Heat Map

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SBH SMID CAP VALUE DIVIDEND FUND's Holdings Bubble Chart

SBH SMID CAP VALUE DIVIDEND FUND News

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