Hotchkis & Wiley Opportunities Fund ETF Class HWO

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Morningstar’s Analysis HWO

Will HWO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

A showcase of Hotchkis & Wiley’s capabilities. Hotchkis & Wiley Value Opportunities taps into the best of the firm’s personnel and against-consensus approach.

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Portfolio Holdings HWO

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Workday Inc Class A

8.62 79M
Technology

Microsoft Corp

5.93 54M
Technology

Telefonaktiebolaget L M Ericsson ADR

5.19 47M
Technology

Aptiv PLC

4.40 40M
Consumer Cyclical

Fuso Chemical Co Ltd

4.31 39M
Basic Materials

SLM Corp

3.81 35M
Financial Services

CDW Corp

3.73 34M
Technology

Dominion Energy Inc

3.53 32M
Utilities

PPG Industries Inc

3.27 30M
Basic Materials

Havas NV

2.82 26M
Communication Services

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