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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.97 | 2.43 | 0.46 |
Shares | 98.03 | 98.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.66 | 29.62 |
Price to Book | 4.79 | 7.48 |
Price to Sales | 2.20 | 4.98 |
Price to Cash Flow | 15.39 | 18.92 |
Dividend Yield | 0.93 | 0.71 |
5 Years Earnings Growth | 8.99 | 13.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.97 | 41.08 |
Financial Services | 16.92 | 9.52 |
Healthcare | 12.71 | 9.82 |
Industrials | 10.15 | 7.20 |
Communication Services | 9.35 | 12.78 |
Consumer Cyclical | 8.00 | 14.05 |
Consumer Defensive | 5.70 | 3.43 |
Energy | 2.57 | 1.29 |
Utilities | 2.51 | 1.24 |
Basic Materials | 1.84 | 1.55 |
Real Estate | 1.29 | 1.42 |
Number of long holdings: 99
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.75 | 517.35 | +0.31% | |
Apple | US0378331005 | 4.64 | 258.02 | +0.35% | |
NVIDIA | US67066G1040 | 3.82 | 187.62 | -0.67% | |
Amazon.com | US0231351067 | 3.57 | 219.51 | -1.30% | |
Alphabet C | US02079K1079 | 3.37 | 246.45 | +0.01% | |
Visa A | US92826C8394 | 2.96 | 349.84 | +1.12% | |
Meta Platforms | US30303M1027 | 2.81 | 710.56 | -2.27% | |
JPMorgan | US46625H1005 | 2.25 | 310.03 | +0.81% | |
UnitedHealth | US91324P1021 | 1.81 | 360.20 | +1.83% | |
Costco | US22160K1051 | 1.79 | 915.38 | -0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 26.29B | 11.75 | 17.22 | 9.61 | ||
Old Westbury Small & Mid Cap Strate | 9.07B | 13.94 | 11.28 | 7.01 | ||
Old Westbury Municipal Bond | 4.32B | 2.03 | 2.34 | 1.34 |
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