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NWQ Managers

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

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
Industry
Market Cap $Mil
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
MDT
Medtronic PLCMedical Devices & Instruments
101,839.05
294,325
30,586.00
New Holding
1.39
+1.39%
0.02
-11.54%
+0.83%
NEP
NextEra Energy Partners LPUtilities - Independent Power Producers
2,162.03
328,534
19,699.00
New Holding
0.89
+0.89%
0.39
-59.33%
-65.54%
EVRG
Evergy IncUtilities - Regulated
11,255.41
364,088
18,503.00
New Holding
0.84
+0.84%
0.16
-15.71%
-19.59%
TSN
Tyson Foods IncConsumer Packaged Goods
17,450.90
308,440
18,346.00
New Holding
0.83
+0.83%
0.09
-4.44%
-19.09%
NFG
National Fuel Gas CoOil & Gas
4,668.09
205,583
8,345.00
New Holding
0.38
+0.38%
0.22
-0.22%
-17.38%
ZWS
Zurn Water Solutions CorpIndustrial Products
4,669.59
261,359
7,799.00
New Holding
0.35
+0.35%
0.21
+1.06%
+28.81%
PNM
PNM Resources IncUtilities - Regulated
3,732.96
177,278
7,327.00
New Holding
0.33
+0.33%
0.21
-3.46%
-8.85%
FLS
Flowserve CorpIndustrial Products
5,013.43
184,483
5,035.00
New Holding
0.23
+0.23%
0.14
+3.51%
+26.69%
VSH
Vishay Intertechnology IncSemiconductors
3,339.83
312,732
4,869.00
New Holding
0.22
+0.22%
0.22
-18.52%
+12.79%
SHOO
Steven Madden LtdManufacturing - Apparel & Accessories
2,361.86
179,621
3,503.00
New Holding
0.16
+0.16%
0.22
-3.89%
+0.12%
TSEM
Tower Semiconductor LtdSemiconductors
2,683.91
190,805
3,476.00
New Holding
0.16
+0.16%
0.18
-36.25%
-45.05%
NOV
NOV IncOil & Gas
8,076.36
388,054
3,516.00
New Holding
0.16
+0.16%
0.10
+26.59%
-0.94%
PROS
ProSight Global IncInsurance
562.56
151,529
1,718.00
New Holding
0.08
+0.08%
0.35
+0.86%
+0.16%
NEEpQ
NextEra Energy IncUtilities - Regulated
0
400,000
191.00
New Holding
0.01
+0.01%
-
-6.33%
-9.67%
SFM
Sprouts Farmers Market IncRetail - Defensive
4,232.24
454,215
9,507.00
+1,503.75%
0.43
+0.40%
0.41
+13.11%
+28.21%
IWD
iShares Russell 1000 Value ETF 
46,985.40
13,540
1,599.00
+184.63%
0.07
+0.05%
0
-6.27%
-2.08%
CLDR
Cloudera IncSoftware
4,736.51
318,604
3,470.00
+146.01%
0.16
+0.09%
0.11
+1.59%
+14.95%
HES
Hess CorpOil & Gas
45,905.63
547,826
22,423.00
+108.63%
1.02
+0.53%
0.18
+8.96%
+6.26%
NVT
nVent Electric PLCIndustrial Products
8,567.23
1,738,682
30,757.00
+101.50%
1.40
+0.71%
1.05
+0.89%
+35.93%
SON
Sonoco Products CoPackaging & Containers
5,239.68
107,525
5,491.00
+91.80%
0.25
+0.12%
0.11
-9.65%
-9.62%
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Total 168

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