Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Portfolio holdings

AUM $30.8B
1-Year Est. Return 8.57%
This Quarter Est. Return
1 Year Est. Return
+8.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.1B
AUM Growth
+$2.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$280M
2
+$150M
3
+$114M
4
OVV icon
Ovintiv
OVV
+$102M
5
MSFT icon
Microsoft
MSFT
+$99.9M

Top Sells

1
+$206M
2
+$165M
3
+$165M
4
ELV icon
Elevance Health
ELV
+$143M
5
CS
Credit Suisse Group
CS
+$104M

Sector Composition

1 Financials 25.02%
2 Technology 16.88%
3 Industrials 15.05%
4 Energy 13.44%
5 Healthcare 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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508
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510
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511
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513
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514
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0
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525
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-6,000
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