WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust
Shareclass
WESTWOOD QUALITY SMALLCAP FUND Westwood Quality SmallCap Fund Ultra Shares (WWSYX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 1,029 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust WWSYX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Merit Medical Systems Inc1.84% of assets$16.66M invested
- 2. AVISTA CORP1.5% of assets$13.61M invested
- 3. MGE Energy Inc0.58% of assets$5.27M invested
- 4. Gulfport Energy Corp1.05% of assets$9.48M invested
- 5. ArcBest Corp1.04% of assets$9.39M invested
- 6. MDU Resources Group Inc2.06% of assets$18.65M invested
- 7. YETI Holdings Inc1.69% of assets$15.33M invested
- 8. Trex Co Inc0.96% of assets$8.7M invested
- 9. Academy Sports & Outdoors Inc1.89% of assets$17.12M invested
- 10. Four Corners Property Trust Inc1.47% of assets$13.33M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Veeco Instruments Inc2.24% of assets$20.28M invested
- 2. Nicolet Bankshares Inc2.06% of assets$18.69M invested
- 3. City Holding Co2.01% of assets$18.18M invested
- 4. Blue Bird Corp2% of assets$18.09M invested
- 5. National Bank Holdings Corp1.5% of assets$13.59M invested
- 6. Newmark Group Inc1.14% of assets$10.33M invested
- 7. Par Pacific Holdings Inc1.08% of assets$9.8M invested
- 8. Infinity Natural Resources Inc0.92% of assets$8.37M invested
- 9. Seacoast Banking Corp of Florida1.92% of assets$17.4M invested
- 10. Renasant Corp1.97% of assets$17.84M invested
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