Westwood Quality AllCap Institutional (WQAIX) - Large Value fund with $22.54 Million in assets. The fund allocates 27.45% of its portfolio to its top 10 holdings.
The largest holding in the fund is JPMorgan Chase Company at 3.10% of total assets. This is followed by Chevron Corporation (3.02%) and UnitedHealth Group, Inc. (2.72%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Chase Company | 3.10% | - | - |
| Chevron Corporation | 3.02% | - | - |
| UnitedHealth Group, Inc. | 2.72% | - | - |
| Johnson Johnson | 2.98% | - | - |
| Bank of America Corporation | 2.23% | - | - |
| Microsoft Corporation | 2.53% | - | - |
| WEC Energy Group, Inc. | 2.45% | - | - |
| Abbott Laboratories | 2.68% | - | - |
| Americold Realty Trust, Inc. | 2.39% | - | - |
| Wells Fargo Company | 3.35% | - | - |
| Alphabet, Inc. Class A | 2.24% | - | - |
| Accenture plc Class A | 2.31% | - | - |
| Baldwin Insurance Group, Inc. (The) | 2.19% | - | - |
| Amazon.com, Inc. | 2.83% | - | - |
| Philip Morris International, Inc. | 2.35% | - | - |
| Hubbell, Inc. | 2.27% | - | - |
| Thermo Fisher Scientific, Inc. | 2.24% | - | - |
| Ventas, Inc. REIT | 2.19% | - | - |