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Old Westbury Large Cap Strategies Fund (OWLSX)

US Funds

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20.56 +0.10 +0.49%

29/05 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Old Westbury

Asset Class: Equity

Morningstar Rating:
Total Assets: 24.18B

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OWLSX Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Westbury Large Cap Strategies (OWLSX) fund. Our Old Westbury Large Cap Strategies portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.32	3.66	1.34
Shares	97.34	97.34	0.00
Other	0.35	0.37	0.02

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.29	22.45
Price to Book	2.93	4.32
Price to Sales	2.15	3.31
Price to Cash Flow	13.77	15.04
Dividend Yield	1.93	1.25
5 Years Earnings Growth	9.51	12.60

Sector Allocation

Name	Net %	Category Average
Technology	22.50	27.32
Financial Services	17.43	14.19
Consumer Cyclical	14.66	13.35
Communication Services	11.15	11.03
Industrials	10.22	11.84
Consumer Defensive	8.90	4.58
Healthcare	7.68	14.10
Basic Materials	3.43	2.66
Energy	1.98	2.65
Real Estate	1.30	1.54
Utilities	0.73	1.57

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 634

Number of short holdings: 9

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	3.16	135.13	-2.92%
Amazon.com	US0231351067	2.87	205.01	-0.34%
Visa A	US92826C8394	1.76	365.19	+0.77%
Netflix	US64110L1061	1.68	1,207.23	+1.89%
Alphabet A	US02079K3059	1.63	171.74	-0.07%
Axon Enterprise	US05464C1018	1.47	750.36	+2.75%
Apple	US0378331005	1.40	200.85	+0.45%
Microsoft	US5949181045	1.30	460.36	+0.37%
HDFC Bank	INE040A01034	1.28	1,944.90	+0.90%
MercadoLibre	US58733R1023	1.27	2,563.29	+0.70%

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Small & Mid Cap Strate	8.53B	0.31	4.05	5.07
Old Westbury Municipal Bond	4.17B	0.03	1.92	1.17
Old Westbury All Cap Core	3.21B	-5.26	10.72	10.11

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