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ALPS | WMC Research Value Fund | AMWYXMutual Fund | |
| ALPS | WMC Research Value Fund | |
| Last update 2021-10-08 | 135 Stocks (12 new) |
| Value $48.00 Mil | Turnover 4 % |
ALPS | WMC Research Value Fund... Top Holdings of 2020-01-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC | Bank of America Corp | 61,678 | 2,024.9 | -44.40% | 4.160 | -1.92% | 0.000 | +27.24% | +8.99% | 351,903.7 | Banks | |
JPM | JPMorgan Chase & Co | 14,978 | 1,982.5 | -42.73% | 4.070 | -1.74% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
VZ | Verizon Communications Inc | 31,452 | 1,869.5 | -43.48% | 3.840 | -1.82% | 0.000 | -5.77% | +7.31% | 172,191.9 | Telecommunication Services | |
PG | Procter & Gamble Co | 13,405 | 1,670.5 | -41.61% | 3.430 | -1.48% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
MCD | McDonald's Corp | 7,495 | 1,603.7 | -31.12% | 3.290 | -0.83% | 0.000 | -4.03% | +3.65% | 212,414.8 | Restaurants | |
XOM | Exxon Mobil Corp | 20,630 | 1,281.5 | -41.51% | 2.630 | -1.23% | 0.000 | +1.72% | +2.01% | 464,449.8 | Oil & Gas | |
PFE | Pfizer Inc | 33,751 | 1,256.9 | -41.75% | 2.580 | -1.16% | 0.000 | +12.63% | -4.45% | 139,120.9 | Drug Manufacturers | |
DIS | The Walt Disney Co | 7,652 | 1,058.3 | -2.56% | 2.170 | -0.03% | 0.000 | +43.78% | +9.51% | 218,282.4 | Media - Diversified | |
KO | Coca-Cola Co | 17,294 | 1,010.0 | -41.05% | 2.070 | -0.82% | 0.000 | -3.63% | +13.82% | 300,653.0 | Beverages - Non-Alcoholic | |
RTX | Raytheon Technologies Corp | 6,387 | 959.3 | -43.77% | 1.970 | -0.89% | 0.000 | +18.14% | +32.25% | 202,397.0 | Aerospace & Defense |
ALPS | WMC Research Value Fund's Historical Top Holdings Breakdowns
ALPS | WMC Research Value Fund Total Holding History ($B)
ALPS | WMC Research Value Fund's Asset Allocation
ALPS | WMC Research Value Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ALPS | WMC Research Value Fund's Hypothetical Growth since 2020-01-31
ALPS | WMC Research Value Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ALPS | WMC Research Value Fund's Holdings Heat Map
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ALPS | WMC Research Value Fund's Holdings Bubble Chart
ALPS | WMC Research Value Fund News
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