NM
	NWQ Managers 13F
	NWQ Investment Management Co

	Last update 2021-02-12	151 Stocks (14 new)
	Value $2.20 Bil	Turnover 11 %
	Countries: Top Holdings: GSK(3.48%)BMY(3.30%)ORCL(2.68%)JPM(2.29%)C(2.22%) Portfolio Report

NWQ Managers Profile

NWQ Managers is a value-oriented money management firm with several fund products and more than $54 billion under management. Professionals with the company have an average of 22 years experience.

NWQ Managers Investing Philosophy

The firm does bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals. In addition, a broad range of quantitative valuation screens are applied including, price-to-cash flow, price-to-book, price-to-earnings and quality of earnings. They focus on three factors: attractive valuation, downside protection, and identifying catalysts and inflection points.

NWQ Managers's Portfolio

NWQ Managers Current Holdings

Ticker
Ticker
MDT
NEP
EVRG
TSN
NFG
ZWS
PNM
FLS
VSH
SHOO
TSEM
NOV
PROS
NEEpQ
SFM
IWD
CLDR
HES
NVT
SON

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
MDT	Medtronic PLC	294,325	30586	New Holding	1.39	+1.39%	0.02	-0.45%	+2.90%	110244.146	Medical Devices & Instruments
NEP	NextEra Energy Partners LP	328,534	19699	New Holding	0.89	+0.89%	0.39	+15.57%	+12.92%	3028.801	Utilities - Independent Power Producers
EVRG	Evergy Inc	364,088	18503	New Holding	0.84	+0.84%	0.16	+5.64%	+3.94%	12177.046	Utilities - Regulated
TSN	Tyson Foods Inc	308,440	18346	New Holding	0.83	+0.83%	0.09	+4.98%	+5.79%	19887.55	Consumer Packaged Goods
NFG	National Fuel Gas Co	205,583	8345	New Holding	0.38	+0.38%	0.22	+10.99%	+12.89%	5156.593	Oil & Gas
ZWS	Zurn Water Solutions Corp	261,359	7799	New Holding	0.35	+0.35%	0.21	-5.29%	+3.40%	5225.807	Industrial Products
PNM	PNM Resources Inc	177,278	7327	New Holding	0.33	+0.33%	0.21	-0.38%	-8.64%	3355.454	Utilities - Regulated
FLS	Flowserve Corp	184,483	5035	New Holding	0.23	+0.23%	0.14	+8.97%	+15.23%	6224.619	Industrial Products
VSH	Vishay Intertechnology Inc	312,732	4869	New Holding	0.22	+0.22%	0.22	-3.12%	-5.18%	3105.678	Semiconductors
SHOO	Steven Madden Ltd	179,621	3503	New Holding	0.16	+0.16%	0.22	+5.20%	+6.56%	3267.529	Manufacturing - Apparel & Accessories
TSEM	Tower Semiconductor Ltd	190,805	3476	New Holding	0.16	+0.16%	0.18	+12.79%	+22.21%	3997.698	Semiconductors
NOV	NOV Inc	388,054	3516	New Holding	0.16	+0.16%	0.1	-1.71%	-14.36%	6850.682	Oil & Gas
PROS	ProSight Global Inc	151,529	1718	New Holding	0.08	+0.08%	0.35	+0.86%	+0.16%	562.564	Insurance
NEEpQ	NextEra Energy Inc	400,000	191	New Holding	0.01	+0.01%	-	-6.33%	-9.67%	0	Utilities - Regulated
SFM	Sprouts Farmers Market Inc	454,215	9507	+1,503.75%	0.43	+0.40%	0.41	+21.67%	+60.11%	7739.764	Retail - Defensive
IWD	iShares Russell 1000 Value ETF	13,540	1599	+184.63%	0.07	+0.05%	0	+0.80%	+6.18%	55001.072
CLDR	Cloudera Inc	318,604	3470	+146.01%	0.16	+0.09%	0.11	+1.59%	+14.95%	4736.508	Software
HES	Hess Corp	547,826	22423	+108.63%	1.02	+0.53%	0.18	+2.52%	+2.64%	45458.827	Oil & Gas
NVT	nVent Electric PLC	1,738,682	30757	+101.50%	1.4	+0.71%	1.05	+10.51%	+30.99%	12773.503	Industrial Products
SON	Sonoco Products Co	107,525	5491	+91.80%	0.25	+0.12%	0.11	+4.75%	+8.78%	5865.872	Packaging & Containers

100/Page

Total 168

Discussions on NWQ Managers

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.