Titelia

Holdings of WESTWOOD MULTI-ASSET INCOME FUND

Ultimus Managers Trust · Original filing · Compare with another fund · Report an error

Net assets
109.7M $ including 27M $ in equities, 24.6 %
Positions
41 in 3 countries
Bond lines
49 from 46 companies
Top ten
10.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1ULTIMUS MANAGERS TRUST 77,9822M $1.80 %
2Alphabet Inc 4,5331.7M $1.59 %
3NVIDIA Corp 6,8191.4M $1.24 %
4J P Morgan Exchange Traded Fund Trust 16,648986.7K $0.90 %
5Cisco Systems, Inc. 10,435954.8K $0.87 %
6Gilead Sciences Inc 6,948909.1K $0.83 %
7TJX Cos Inc/The 5,734898.8K $0.82 %
8General Dynamics Corp 2,439839.7K $0.77 %
9Energy Transfer LP 38,174770.7K $0.70 %
10Johnson & Johnson 3,253747.7K $0.68 %
11Barrick Mining Corp 18,621732.6K $0.67 %
12International Business Machines Corp. 3,060706.8K $0.64 %
13Sumitomo Mitsui Financial Group Inc 32,755695.4K $0.63 %
14Microsoft Corp 1,634666.3K $0.61 %
15Altria Group, Inc. 9,100661.1K $0.60 %
16FedEx Corp 1,553626.3K $0.57 %
17Ventas Inc 7,019616.7K $0.56 %
18Enterprise Products Partners LP 15,152586.4K $0.53 %
19Prologis Inc 4,127586.1K $0.53 %
20FactSet Research Systems Inc 2,541578.3K $0.53 %
21Kratos Defense & Security Solutions, Inc. 9,000567.5K $0.52 %
22Lockheed Martin Corp 1,088563.6K $0.51 %
23Wells Fargo & Co 6,771556.8K $0.51 %
24PNC Financial Services Group Inc/The 2,443544.8K $0.50 %
25J P Morgan Exchange Traded Fund Trust 9,048521.1K $0.47 %
26Urban Edge Properties 23,164507.8K $0.46 %
27Alliant Energy Corp 6,822500.9K $0.46 %
28WEC Energy Group Inc 4,217497.4K $0.45 %
29Southern Copper Corp 2,811482.6K $0.44 %
30Philip Morris International Inc. 2,736451.6K $0.41 %
31Public Storage 1,468444K $0.40 %
32Walt Disney Co/The 4,272443.2K $0.40 %
33Home Depot Inc/The 1,277419.9K $0.38 %
34ULTIMUS MANAGERS TRUST 16,752406.2K $0.37 %
35Kinder Morgan, Inc. 11,940392.5K $0.36 %
36Blue Owl Capital Inc 39,220382.4K $0.35 %
37Intel Corp 4,000377.9K $0.34 %
38Amgen Inc 1,088376.7K $0.34 %
39Essex Property Trust Inc 1,309344.5K $0.31 %
40SOUTHSTATE BANK CORP 3,280320.4K $0.29 %
41Devon Energy Corp 5,780296.9K $0.27 %

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The bonds it holds

46 companies, 49 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1GEO Group Inc/The21.8M $1.60 %
2Northern Oil & Gas Inc11.4M $1.26 %
3Bank of America Corp21.3M $1.18 %
4Oracle Corp21.3M $1.16 %
5Ford Motor Co11.1M $0.99 %
6Clear Channel Outdoor Holdings Inc11M $0.95 %
7Iron Mountain Inc11M $0.93 %
8Gray Media Inc11M $0.93 %
9Six Flags Entertainment Corp11M $0.93 %
10Golar LNG Ltd11M $0.93 %
11CVR Energy Inc11M $0.92 %
12XPO Inc11M $0.92 %
13Redwood Trust Inc11M $0.92 %
14Nexstar Media Group Inc11M $0.92 %
15Rithm Capital Corp11M $0.92 %
16EW Scripps Co/The1999.4K $0.91 %
17Blackstone Mortgage Trust Inc1995K $0.91 %
18Mativ Holdings Inc1967.8K $0.88 %
19Alta Equipment Group Inc1949.4K $0.87 %
20YEOMAN CAPITAL SA1897.4K $0.82 %
21Flex Ltd1761.4K $0.69 %
22Ares Capital Corp1744.5K $0.68 %
23Century Communities Inc1687.5K $0.63 %
24Scorpio Tankers Inc1644.3K $0.59 %
25HSBC Holdings PLC1641.3K $0.58 %
26Ally Financial Inc1613.6K $0.56 %
27Enbridge Inc1561.3K $0.51 %
28BWX Technologies Inc1541K $0.49 %
29Energy Transfer LP1539.3K $0.49 %
30Old National Bancorp/IN1539.2K $0.49 %
31Barclays PLC1535.4K $0.49 %
32First Citizens BancShares Inc/NC1527.6K $0.48 %
33CoreCivic Inc1520.8K $0.47 %
34W&T Offshore Inc1518.8K $0.47 %
35State Street Corp1489.5K $0.45 %
36Bausch Health Cos Inc1481.3K $0.44 %
37Morgan Stanley1463.5K $0.42 %
38Sempra1453.6K $0.41 %
39Diamondback Energy Inc1444K $0.40 %
40Alphabet Inc1419.2K $0.38 %
41Intesa Sanpaolo SpA1418.3K $0.38 %
42Sitios Latinoamerica SAB de CV1358.2K $0.33 %
43SUNOCO LP1326.2K $0.30 %
44HP Inc1310.4K $0.28 %
45International Business Machines Corp.1281.1K $0.26 %
46Plains All American Pipeline L140.1K $0.04 %

Sector breakdown

  • Technology 15.0 %
  • Communication 8.1 %
  • Health care 7.5 %
  • Industrials 7.5 %
  • Financials 6.6 %
  • Real estate 5.7 %
  • Consumer discretionary 4.9 %
  • Consumer staples 4.1 %
  • Utilities 3.7 %
  • Materials 2.7 %
  • Energy 2.5 %
  • Unattributed 31.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.7 %
  • Canada 2.7 %
  • Japan 2.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3925.6M $94.72 %
2Canada1732.6K $2.71 %
3Japan1695.4K $2.57 %
Cite this page

Titelia. "Holdings of WESTWOOD MULTI-ASSET INCOME FUND". https://titelia.com/en/funds/S000072840