NM

NWQ Managers

13F
NWQ Investment Management Co
Last update 2021-02-12 151 Stocks (14 new)
Value $2.20 Bil Turnover 11 %
Countries:

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.

NWQ Managers's Portfolio

NWQ Managers Current Holdings

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MDT
Medtronic PLC
294,325
30,586.0
New Holding
1.390
+1.39%
0.020
+9.37%
+14.40%
115,211.3
Medical Devices & Instruments
XIFR
NextEra Energy Partners LP
328,534
19,699.0
New Holding
0.890
+0.89%
0.390
+7.54%
-47.13%
884.5
Utilities - Independent Power Producers
Utilities - Independent Power Producers
EVRG
Evergy Inc
364,088
18,503.0
New Holding
0.840
+0.84%
0.160
+4.73%
+14.35%
15,867.1
Utilities - Regulated
TSN
Tyson Foods Inc
308,440
18,346.0
New Holding
0.830
+0.83%
0.090
-9.63%
-3.97%
19,315.0
Consumer Packaged Goods
NFG
National Fuel Gas Co
205,583
8,345.0
New Holding
0.380
+0.38%
0.220
+9.00%
+38.25%
7,483.0
Oil & Gas
ZWS
Zurn Water Solutions Corp
261,359
7,799.0
New Holding
0.350
+0.35%
0.210
+28.80%
+1.81%
6,358.3
Industrial Products
TXNM
PNM Resources Inc
177,278
7,327.0
New Holding
0.330
+0.33%
0.210
+9.74%
+16.44%
5,220.4
Utilities - Regulated
FLS
Flowserve Corp
184,483
5,035.0
New Holding
0.230
+0.23%
0.140
+27.34%
-6.01%
7,011.9
Industrial Products
VSH
Vishay Intertechnology Inc
312,732
4,869.0
New Holding
0.220
+0.22%
0.220
+61.00%
+6.71%
2,419.6
Semiconductors
TSEM
Tower Semiconductor Ltd
190,805
3,476.0
New Holding
0.160
+0.16%
0.180
+33.52%
-12.08%
5,089.3
Semiconductors
NOV
NOV Inc
388,054
3,516.0
New Holding
0.160
+0.16%
0.100
+18.26%
-3.58%
5,140.1
Oil & Gas
SHOO
Steven Madden Ltd
179,621
3,503.0
New Holding
0.160
+0.16%
0.220
+23.71%
-39.04%
1,853.1
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
PROS
ProSight Global Inc
151,529
1,718.0
New Holding
0.080
+0.08%
0.350
+0.86%
+0.16%
562.6
Insurance
NEEpQ
NextEra Energy Inc
400,000
191.0
New Holding
0.010
+0.01%
-
-6.33%
-9.67%
0
Utilities - Regulated
SFM
Sprouts Farmers Market Inc
454,215
9,507.0
+1,503.75%
0.430
+0.40%
0.410
+1.55%
+25.68%
15,628.0
Retail - Defensive
IWD
iShares Russell 1000 Value ETF
13,540
1,599.0
+184.63%
0.070
+0.05%
0.000
+11.95%
+6.96%
64,258.0
 
CLDR
Cloudera Inc
318,604
3,470.0
+146.01%
0.160
+0.09%
0.110
+1.59%
+14.95%
4,736.5
Software
HES
Hess Corp
547,826
22,423.0
+108.63%
1.020
+0.53%
0.180
+19.66%
+15.99%
47,386.5
Oil & Gas
NVT
nVent Electric PLC
1,738,682
30,757.0
+101.50%
1.400
+0.71%
1.050
+50.71%
+10.56%
12,326.3
Industrial Products
SON
Sonoco Products Co
107,525
5,491.0
+91.80%
0.250
+0.12%
0.110
+7.96%
-3.08%
4,563.5
Packaging & Containers
100/Page
Total 168

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