WL

Westwood LARGECAP VALUE Fund | WHGLX

Mutual Fund
Westwood LARGECAP VALUE Fund
Last update 2022-01-04 45 Stocks (3 new)
Value $204.00 Mil Turnover 12 %
Countries:
Top Holdings: WMT(3.24%)UNH(3.24%)MSFT(3.22%)CVS(3.21%)SCHW(3.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
Westwood LARGECAP VALUE 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
WMT 		Walmart Inc
132,720
6610.340
0%
3.240
0%
0.000
+24.06%
+63.30%
683170.967
Retail - Defensive
UNH 		UnitedHealth Group Inc
14,334
6600.380
+16.17%
3.240
+0.45%
0.000
+9.12%
+18.13%
565671.172
Healthcare Plans
MSFT 		Microsoft Corp
19,787
6561.760
+22.95%
3.220
+0.60%
0.000
+4.17%
+13.11%
3145177.615
Software
CVS 		CVS Health Corp
73,383
6551.630
0%
3.210
0%
0.010
-2.11%
-28.71%
67991.765
Healthcare Plans
SCHW 		Charles Schwab Corp
78,522
6441.160
0%
3.160
0%
0.000
+27.02%
+15.33%
143035.988
Capital Markets
GS 		Goldman Sachs Group Inc
15,428
6377.160
+4.02%
3.130
+0.12%
0.000
+22.78%
+56.56%
186019.821
Capital Markets
ETN 		Eaton Corp PLC
35,324
5819.980
-13.13%
2.850
-0.43%
0.010
+28.29%
+55.12%
145824.848
Industrial Products
CSCO 		Cisco Systems Inc
102,507
5737.320
-8.05%
2.810
-0.25%
0.000
+31.87%
+19.99%
234019.114
Hardware
BDX 		Becton, Dickinson and Co
21,271
5096.320
-15.81%
2.500
-0.52%
0.010
-0.82%
-4.00%
66846.840
Medical Devices & Instruments
COP 		ConocoPhillips
66,911
4984.200
-7.65%
2.440
-0.16%
0.010
+1.26%
-2.01%
127336.957
Oil & Gas

Westwood LARGECAP VALUE Fund's Historical Top Holdings Breakdowns

Westwood LARGECAP VALUE Fund Total Holding History ($B)

To

Westwood LARGECAP VALUE Fund's Asset Allocation

To

Westwood LARGECAP VALUE Fund Past Portfolios

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

Top Ranked Articles

  • 1

Westwood LARGECAP VALUE Fund's Hypothetical Growth since 2021-10-31

Westwood LARGECAP VALUE Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Westwood LARGECAP VALUE Fund's Holdings Heat Map

Size field:

Westwood LARGECAP VALUE Fund's Holdings Bubble Chart

Westwood LARGECAP VALUE Fund News

  • 1

Discussions on Westwood LARGECAP VALUE Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.