WI

WESTWOOD INCOME OPPORTUNITY FUND | WHGIX

Mutual Fund
ADVISORS' INNER CIRCLE FUND
Last update 2022-01-04 42 Stocks (10 new)
Value $381.00 Mil Turnover 28 %
Countries:
Top Holdings: MSFT(5.28%)AAPL(5.26%)XOM(3.94%)HD(3.74%)BMY(3.66%)
Summary Stock Picks Current Portfolio
WESTWOOD INCOME OPPORTUNITY FU... Top Holdings of 2021-10-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
60,724
20,137.3
+9.07%
5.280
+0.44%
0.000
+33.94%
+18.80%
3,707,650.2
Software
AAPL
Apple Inc
133,959
20,067.1
+9.07%
5.260
+0.44%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
XOM
Exxon Mobil Corp
233,140
15,030.5
+9.07%
3.940
+0.33%
0.010
+0.71%
+6.21%
483,541.5
Oil & Gas
HD
The Home Depot Inc
38,402
14,275.6
+9.07%
3.740
+0.31%
0.000
+5.08%
-3.25%
369,794.8
Retail - Cyclical
BMY
Bristol-Myers Squibb Co
239,047
13,960.3
New Holding
3.660
+3.66%
0.010
-16.89%
-14.10%
95,486.0
Drug Manufacturers
ET
Energy Transfer LP
1,391,904
13,237.0
+9.07%
3.470
+0.29%
0.050
+3.30%
-4.99%
61,669.1
Oil & Gas
BKR
Baker Hughes Co
472,513
11,850.6
+9.07%
3.110
+0.26%
0.050
-2.37%
-2.28%
39,273.3
Oil & Gas
MC
Moelis & Co
148,413
10,795.6
New Holding
2.830
+2.83%
0.240
+25.78%
-9.09%
4,881.4
Capital Markets
LEN
Lennar Corp
107,810
10,773.5
-10.37%
2.830
-0.37%
0.040
+2.50%
-11.65%
28,380.5
Homebuilding & Construction
HON
Honeywell International Inc
46,821
10,236.0
+9.06%
2.680
+0.22%
0.010
+16.91%
+7.54%
154,639.0
Conglomerates

WESTWOOD INCOME OPPORTUNITY FUND's Historical Top Holdings Breakdowns

WESTWOOD INCOME OPPORTUNITY FUND Total Holding History ($B)

To

WESTWOOD INCOME OPPORTUNITY FUND's Asset Allocation

To

WESTWOOD INCOME OPPORTUNITY FUND Past Portfolios

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

Top Ranked Articles

  • 1

WESTWOOD INCOME OPPORTUNITY FUND's Hypothetical Growth since 2021-10-31

WESTWOOD INCOME OPPORTUNITY FUND's Yearly Returns

Year Portfolio % % Excess Gain %

WESTWOOD INCOME OPPORTUNITY FUND's Holdings Heat Map

Size field:

WESTWOOD INCOME OPPORTUNITY FUND's Holdings Bubble Chart

WESTWOOD INCOME OPPORTUNITY FUND News

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