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
+0.17%
+12.32%
113,110.0
Medical Devices & Instruments
XIFR
NextEra Energy Partners LP
328,534
19,699.0
New Holding
0.890
+0.89%
0.390
-5.70%
-50.73%
824.4
Utilities - Independent Power Producers
Utilities - Independent Power Producers
EVRG
Evergy Inc
364,088
18,503.0
New Holding
0.840
+0.84%
0.160
+0.37%
+14.38%
15,871.7
Utilities - Regulated
TSN
Tyson Foods Inc
308,440
18,346.0
New Holding
0.830
+0.83%
0.090
-7.62%
+1.75%
20,465.7
Consumer Packaged Goods
NFG
National Fuel Gas Co
205,583
8,345.0
New Holding
0.380
+0.38%
0.220
+5.63%
+40.11%
7,583.2
Oil & Gas
ZWS
Zurn Water Solutions Corp
261,359
7,799.0
New Holding
0.350
+0.35%
0.210
+12.36%
+1.14%
6,316.2
Industrial Products
TXNM
PNM Resources Inc
177,278
7,327.0
New Holding
0.330
+0.33%
0.210
+5.35%
+16.33%
5,215.8
Utilities - Regulated
FLS
Flowserve Corp
184,483
5,035.0
New Holding
0.230
+0.23%
0.140
+8.72%
-5.36%
7,060.3
Industrial Products
VSH
Vishay Intertechnology Inc
312,732
4,869.0
New Holding
0.220
+0.22%
0.220
+7.54%
+1.74%
2,307.1
Semiconductors
TSEM
Tower Semiconductor Ltd
190,805
3,476.0
New Holding
0.160
+0.16%
0.180
+16.95%
-15.22%
4,795.1
Semiconductors
NOV
NOV Inc
388,054
3,516.0
New Holding
0.160
+0.16%
0.100
-11.69%
-6.96%
4,959.7
Oil & Gas
SHOO
Steven Madden Ltd
179,621
3,503.0
New Holding
0.160
+0.16%
0.220
-7.12%
-37.77%
1,891.6
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
+0.99%
+25.84%
15,647.6
Retail - Defensive
IWD
iShares Russell 1000 Value ETF
13,540
1,599.0
+184.63%
0.070
+0.05%
0.000
+4.30%
+7.01%
64,287.4
 
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
-9.99%
+8.65%
44,386.6
Oil & Gas
NVT
nVent Electric PLC
1,738,682
30,757.0
+101.50%
1.400
+0.71%
1.050
+34.19%
+8.45%
12,090.9
Industrial Products
SON
Sonoco Products Co
107,525
5,491.0
+91.80%
0.250
+0.12%
0.110
-1.41%
-2.29%
4,601.0
Packaging & Containers
100/Page
Total 168

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