NM

NWQ Managers

13F
NWQ Investment Management Co
Last update 2021-02-12 151 Stocks (14 new)
Value $2.20 Bil Turnover 11 %
Countries:
Top Holdings: GSK(3.48%)BMY(3.30%)ORCL(2.68%)JPM(2.29%)C(2.22%)

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.
Summary Stock Picks Current Portfolio
NWQ Managers Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSK 		GlaxoSmithKline PLC
1,626,730
76,538.0
+3.64%
3.480
+0.12%
0.080
+2.65%
+0.44%
68,150.9
Drug Manufacturers
BMY 		Bristol-Myers Squibb Co
1,203,521
72,560.0
-3.93%
3.300
-0.10%
0.060
-8.64%
-8.82%
102,674.2
Drug Manufacturers
ORCL 		Oracle Corp
988,359
59,005.0
-8.19%
2.680
-0.16%
0.040
-13.38%
-19.49%
373,944.6
Software
JPM 		JPMorgan Chase & Co
523,739
50,420.0
-5.54%
2.290
-0.10%
0.020
-4.74%
-4.18%
632,046.3
Banks
C 		Citigroup Inc
1,135,484
48,951.0
-1.06%
2.220
-0.02%
0.060
-13.14%
-11.90%
115,922.2
Banks
CMCSA 		Comcast Corp
992,943
45,934.0
-7.65%
2.090
-0.11%
0.020
-6.53%
-8.68%
127,344.8
Telecommunication Services
DD 		DuPont de Nemours Inc
803,699
44,589.0
-7.72%
2.030
-0.12%
0.160
-20.29%
-24.00%
24,130.6
Chemicals
SKM 		SK Telecom Co Ltd
1,196,661
44,173.0
-3.73%
2.010
-0.05%
0.500
+1.20%
+0.57%
8,116.6
Telecommunication Services
ELV 		Anthem Inc
153,129
41,129.0
-4.93%
1.870
-0.07%
0.060
+14.97%
+18.79%
98,788.5
Healthcare Plans
AXS 		Axis Capital Holdings Ltd
761,970
33,557.0
+1.83%
1.520
+0.03%
0.890
+7.34%
+3.61%
7,189.5
Insurance

NWQ Managers's Historical Top Holdings Breakdowns

NWQ Managers Total Holding History ($B)

To

NWQ Managers's Asset Allocation

To

NWQ Managers Past Portfolios

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

Top Ranked Articles

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NWQ Managers's Hypothetical Growth since 2020-09-30

NWQ Managers's Yearly Returns

Year Portfolio % % Excess Gain %

NWQ Managers's Holdings Heat Map

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NWQ Managers's Holdings Bubble Chart

NWQ Managers News

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