WESTWOOD QUALITY MIDCAP FUND

WESTWOOD QUALITY MIDCAP FUND is a registered fund series of Ultimus Managers Trust (series S000074487). Net assets $1.6M as of 2026-01-31.

Profile

Advisers

Top holdings (59 reported)

Showing 15 of 59 holdings by value.

HoldingTickerValue% of fund
First American Funds Inc.$45K275.52%
American International Group Inc.$41K253.89%
Marvell Technology Inc$38K234.45%
Chord Energy Corp.$35K216.68%
Modine Manufacturing Co.$35K215.55%
Packaging Corporation of America$34K211.67%
Intercontinental Exchange Inc$34K210.36%
Corteva Inc$33K206.83%
MSA Safety Inc.$33K201.31%
The Cooper Companies, Inc.$32K200.54%
BJ Wholesale Club Holdings Inc$32K199.82%
Healthpeak Properties Inc$32K199.43%
O'Reilly Automotive Inc.$32K196.92%
Old Dominion Freight Line Inc.$32K196.83%
LPL Financial Holdings Inc.$32K195.85%

Net asset history

Report dateNet assets
2026-01-31$1.6M
2025-10-31$1.8M
2025-07-31$1.8M
2025-04-30$1.6M
2025-01-31$1.9M
2024-10-31$2.0M
2024-07-31$2.0M
2024-04-30$1.8M

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