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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 | 28.99 |
Price to Book | 4.79 | 7.37 |
Price to Sales | 2.20 | 4.85 |
Price to Cash Flow | 15.39 | 18.52 |
Dividend Yield | 0.93 | 0.72 |
5 Years Earnings Growth | 8.99 | 12.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.97 | 40.26 |
Financial Services | 16.92 | 9.74 |
Healthcare | 12.71 | 10.14 |
Industrials | 10.15 | 7.10 |
Communication Services | 9.35 | 12.88 |
Consumer Cyclical | 8.00 | 14.18 |
Consumer Defensive | 5.70 | 3.54 |
Energy | 2.57 | 1.30 |
Utilities | 2.51 | 1.24 |
Basic Materials | 1.84 | 1.63 |
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 | 522.04 | +0.23% | |
Apple | US0378331005 | 4.64 | 229.35 | +4.24% | |
NVIDIA | US67066G1040 | 3.82 | 182.70 | +1.07% | |
Amazon.com | US0231351067 | 3.57 | 222.69 | -0.20% | |
Alphabet C | US02079K1079 | 3.37 | 202.09 | +2.44% | |
Visa A | US92826C8394 | 2.96 | 336.78 | +1.41% | |
Meta Platforms | US30303M1027 | 2.81 | 769.30 | +0.98% | |
JPMorgan | US46625H1005 | 2.25 | 288.76 | +0.63% | |
UnitedHealth | US91324P1021 | 1.81 | 250.89 | +2.54% | |
Costco | US22160K1051 | 1.79 | 980.98 | +0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 25.36B | 9.33 | 14.97 | 8.62 | ||
Old Westbury Small & Mid Cap Strate | 8.76B | 9.81 | 8.71 | 6.02 | ||
Old Westbury Municipal Bond | 4.26B | 1.24 | 1.45 | 1.28 |
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