WI

WESTWOOD INCOME OPPORTUNITY FUND | WHGIX

Mutual Fund
ADVISORS' INNER CIRCLE FUND
Last update 2022-01-04 42 Stocks (10 new)
Value $381.00 Mil Turnover 28 %
Countries:
Top Holdings: MSFT(5.28%)AAPL(5.26%)XOM(3.94%)HD(3.74%)BMY(3.66%)
Summary Stock Picks Current Portfolio
WESTWOOD INCOME OPPORTUNITY FU... Top Holdings of 2021-10-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
60,724
20,137.3
+9.07%
5.280
+0.44%
0.000
+19.59%
+10.48%
3,447,734.1
Software
AAPL 		Apple Inc
133,959
20,067.1
+9.07%
5.260
+0.44%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
XOM 		Exxon Mobil Corp
233,140
15,030.5
+9.07%
3.940
+0.33%
0.010
-4.00%
-3.16%
440,876.1
Oil & Gas
HD 		The Home Depot Inc
38,402
14,275.6
+9.07%
3.740
+0.31%
0.000
-1.81%
-3.66%
370,511.2
Retail - Cyclical
BMY 		Bristol-Myers Squibb Co
239,047
13,960.3
New Holding
3.660
+3.66%
0.010
-18.46%
-13.36%
97,582.1
Drug Manufacturers
ET 		Energy Transfer LP
1,391,904
13,237.0
+9.07%
3.470
+0.29%
0.050
-3.27%
-7.32%
60,159.1
Oil & Gas
BKR 		Baker Hughes Co
472,513
11,850.6
+9.07%
3.110
+0.26%
0.050
-12.45%
-8.07%
36,945.1
Oil & Gas
MC 		Moelis & Co
148,413
10,795.6
New Holding
2.830
+2.83%
0.240
-10.80%
-21.25%
4,228.6
Capital Markets
LEN 		Lennar Corp
107,810
10,773.5
-10.37%
2.830
-0.37%
0.040
-6.74%
-11.94%
28,945.6
Homebuilding & Construction
HON 		Honeywell International Inc
46,821
10,236.0
+9.06%
2.680
+0.22%
0.010
+9.91%
+1.75%
146,308.8
Conglomerates

WESTWOOD INCOME OPPORTUNITY FUND's Historical Top Holdings Breakdowns

WESTWOOD INCOME OPPORTUNITY FUND Total Holding History ($B)

To

WESTWOOD INCOME OPPORTUNITY FUND's Asset Allocation

To

WESTWOOD INCOME OPPORTUNITY FUND Past Portfolios

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

Top Ranked Articles

  • 1

WESTWOOD INCOME OPPORTUNITY FUND's Hypothetical Growth since 2021-10-31

WESTWOOD INCOME OPPORTUNITY FUND's Yearly Returns

Year Portfolio % % Excess Gain %

WESTWOOD INCOME OPPORTUNITY FUND's Holdings Heat Map

Size field:

WESTWOOD INCOME OPPORTUNITY FUND's Holdings Bubble Chart

WESTWOOD INCOME OPPORTUNITY FUND News

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