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 Holdings43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Workday Inc Class A

8.1579M
Technology

Microsoft Corp

4.9348M
Technology

Telefonaktiebolaget L M Ericsson ADR

4.8847M
Technology

CDW Corp

4.5344M
Technology

Aptiv PLC

4.1240M
Consumer Cyclical

Dominion Energy Inc

3.7736M
Utilities

Fuso Chemical Co Ltd

3.6735M
Basic Materials

PPG Industries Inc

3.6035M
Basic Materials

SLM Corp

3.5434M
Financial Services

Stagwell Inc Ordinary Shares - Class A

3.0930M
Communication Services

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