Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Portfolio holdings

AUM $32.2B
1-Year Est. Return 8.99%
This Quarter Est. Return
1 Year Est. Return
+8.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.8B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$123M
2 +$92.5M
3 +$87.2M
4
SU icon
Suncor Energy
SU
+$66.8M
5
ZBH icon
Zimmer Biomet
ZBH
+$57.1M

Top Sells

1 +$269M
2 +$183M
3 +$163M
4
ELV icon
Elevance Health
ELV
+$133M
5
MSFT icon
Microsoft
MSFT
+$120M

Sector Composition

1 Financials 26.07%
2 Energy 13.46%
3 Industrials 13.08%
4 Technology 12.71%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-144,430
527
-205,983
528
-233,391
529
-290,000