Westwood Capital Appreciation Inc C (WTOCX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:06AM EDT. Market open.
Overall Portfolio Composition (%)
Cash4.45%
Stocks54.88%
Bonds32.16%
Others0.00%
Preferred1.58%
Convertable6.93%
Sector Weightings (%)
Sector(s)WTOCX
Basic Materials4.31%
Consumer Cyclical8.03%
Financial Services16.93%
Real Estate5.24%
Consumer Defensive4.87%
Healthcare8.86%
Utilities1.70%
Communication Services5.77%
Energy9.37%
Industrials7.09%
Technology27.84%
Equity Holdings
AverageWTOCXCategory Average
Price/Earnings0.0523.62
Price/Book0.313.26
Price/Sales0.422.32
Price/Cashflow0.0715.57
Median Market Cap169,534.4797,816.96
3 Year Earnings Growth26.0615.47
Bond Holdings
AverageWTOCXCategory Average
Maturity10.045.72
Duration5.34.49
Credit QualityN/AN/A
Bond Ratings
Sector(s)WTOCX
US Government6.65%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 9 Holdings (19.15% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 3.55% |
| Microsoft Corp | MSFT | 3.42% |
| Energy Transfer LP | ET | 2.18% |
| JPMorgan Chase & Co | JPM | 2.10% |
| Taiwan Semiconductor Manufacturing Co Ltd ADR | TSM | 1.79% |
| Wells Fargo & Co | WFC | 1.75% |
| ASML Holding NV ADR | ASML | 1.48% |
| Amgen Inc | AMGN | 1.44% |
| Gilead Sciences Inc | GILD | 1.44% |
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