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 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Workday Inc Class A

8.48 84M
Technology

Telefonaktiebolaget L M Ericsson ADR

5.54 55M
Technology

Microsoft Corp

4.67 46M
Technology

Aptiv PLC

4.33 43M
Consumer Cyclical

CDW Corp

4.14 41M
Technology

Fuso Chemical Co Ltd

3.72 37M
Basic Materials

SLM Corp

3.44 34M
Financial Services

Dominion Energy Inc

3.37 33M
Utilities

PPG Industries Inc

3.27 32M
Basic Materials

APA Corp

2.91 29M
Energy

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