WS

Westwood SMIDCAP Fund | WHGMX

Mutual Fund
Westwood SMIDCAP Fund
Last update 2022-01-04 63 Stocks (6 new)
Value $337.00 Mil Turnover 18 %
Countries:
Top Holdings: IDA(2.94%)BOKF(2.73%)WIRE(2.66%)HUN(2.52%)ADTN(2.42%)
Summary Stock Picks Current Portfolio
Westwood SMIDCAP Fund 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
IDA 		Idacorp Inc
94,896
9,899.5
+28.80%
2.940
+0.66%
0.190
+6.00%
+7.31%
6,239.9
Utilities - Regulated
BOKF 		BOK Financial Corp
90,849
9,191.2
-8.38%
2.730
-0.21%
0.130
-11.26%
-7.36%
6,268.7
Banks
WIRE 		Encore Wire Corp
66,881
8,966.1
-20.13%
2.660
-0.40%
0.340
+8.40%
+35.72%
4,578.7
Industrial Products
HUN 		Huntsman Corp
260,327
8,481.5
+3.45%
2.520
+0.08%
0.120
-24.37%
-28.73%
2,199.6
Chemicals
ADTN 		Adtran Inc
441,351
8,156.2
+301.61%
2.420
+1.82%
0.900
-30.21%
-2.40%
650.1
Hardware
CACI 		CACI International Inc
25,649
7,377.7
0%
2.190
0%
0.110
+41.55%
+18.58%
10,536.5
Software
VOYA 		Voya Financial Inc
105,394
7,353.3
-1.96%
2.180
-0.04%
0.100
-6.64%
+1.67%
6,696.3
Diversified Financial Services
BLDR 		Builders FirstSource Inc
125,119
7,290.7
-18.95%
2.160
-0.40%
0.070
-21.61%
-15.60%
13,332.5
Construction
SFNC 		Simmons First National Corp
235,656
7,043.8
0%
2.090
0%
0.180
-10.40%
-9.14%
2,511.5
Banks
RADI 		Radius Global Infrastructure Inc
405,636
7,029.7
+84.20%
2.090
+0.96%
0.440
+0.67%
+26.90%
1,495.8
Real Estate

Westwood SMIDCAP Fund's Historical Top Holdings Breakdowns

Westwood SMIDCAP Fund Total Holding History ($B)

To

Westwood SMIDCAP Fund's Asset Allocation

To

Westwood SMIDCAP Fund Past Portfolios

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

Top Ranked Articles

  • 1

Westwood SMIDCAP Fund's Hypothetical Growth since 2021-10-31

Westwood SMIDCAP Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Westwood SMIDCAP Fund's Holdings Heat Map

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Westwood SMIDCAP Fund's Holdings Bubble Chart

Westwood SMIDCAP Fund News

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