WWSMX
WESTWOOD QUALITY SMIDCAP FUND
Ultimus Managers Trust

Allocation breakdown

As of January 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of January 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

State Commercial Banks 6.89%
Fire, Marine & Casualty Insurance 4.75%
National Commercial Banks 2.48%
Investment Advice 1.49%
Security Brokers, Dealers & Flotation Companies 1.46%
Mineral Royalty Traders 1.42%
Security & Commodity Brokers, Dealers, Exchanges & Services 1.41%
Wholesale-Groceries & Related Products 2.52%
Aircraft & Parts 2.28%
Ball & Roller Bearings 2.04%
Metal Cans 1.52%
Transportation Services 1.52%
Lumber & Wood Products (No Furniture) 1.45%
Engines & Turbines 1.19%
Misc Industrial & Commercial Machinery & Equipment 1.16%
Wholesale-Lumber & Other Construction Materials 1.00%
Guided Missiles & Space Vehicles & Parts 0.99%
Wholesale-Medical, Dental & Hospital Equipment & Supplies 0.93%
Retail-Eating Places 2.94%
Motor Vehicle Parts & Accessories 2.46%
Retail-Auto Dealers & Gasoline Stations 1.90%
Services-Amusement & Recreation Services 1.52%
Retail-Miscellaneous Shopping Goods Stores 1.37%
Truck & Bus Bodies 1.22%
Services-Miscellaneous Amusement & Recreation 1.03%
Semiconductors & Related Devices 3.14%
Electronic Components & Accessories 1.51%
Services-Computer Processing & Data Preparation 1.28%
Services-Prepackaged Software 0.88%
Paperboard Containers & Boxes 2.12%
Industrial Organic Chemicals 1.97%
Perfumes, Cosmetics & Other Toilet Preparations 1.65%
Gold and Silver Ores 1.04%
Electric Services 2.50%
Electric & Other Services Combined 2.13%
Natural Gas Distribution 2.08%
Real Estate Investment Trusts 4.44%
Real Estate Agents & Managers (For Others) 1.07%
Orthopedic, Prosthetic & Surgical Appliances & Supplies 1.96%
Electromedical & Electrotherapeutic Apparatus 1.64%
Ophthalmic Goods 1.03%
Crude Petroleum & Natural Gas 1.59%
Unclassified 19.00%

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