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Old Westbury Large Cap Strategies Fund (OWLSX)

US Funds

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22.89 -0.02 -0.09%

14/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Old Westbury

Asset Class: Equity

Morningstar Rating:
Total Assets: 25.99B

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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	2.00	3.25	1.25
Shares	97.36	97.36	0.00
Other	0.65	0.65	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.08	23.34
Price to Book	2.47	4.61
Price to Sales	1.75	3.56
Price to Cash Flow	11.12	16.18
Dividend Yield	2.66	1.16
5 Years Earnings Growth	8.20	12.29

Sector Allocation

Name	Net %	Category Average
Financial Services	21.38	13.47
Technology	16.03	29.37
Industrials	15.84	12.52
Consumer Cyclical	12.41	12.69
Consumer Defensive	10.37	4.29
Communication Services	8.59	11.57
Healthcare	7.67	12.68
Basic Materials	2.92	2.45
Energy	2.23	2.49
Real Estate	1.53	1.64
Utilities	1.01	1.70

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 611

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	2.60	190.17	+1.77%
Amazon.com	US0231351067	1.50	234.69	-1.22%
Unilever	GB00B10RZP78	1.41	51.20	-1.77%
HDFC Bank	INE040A01034	1.40	989.60	+0.30%
Netflix	US64110L1061	1.35	1,112.17	-3.64%
Wesfarmers	AU000000WES1	1.34	81.130	-0.44%
Allianz	DE0008404005	1.34	367.60	+1.16%
Visa A	US92826C8394	1.23	330.02	-1.80%
Axon Enterprise	US05464C1018	1.21	554.37	-0.52%
MercadoLibre	US58733R1023	1.20	2,048.89	+0.88%

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Small & Mid Cap Strate	8.89B	14.06	12.63	6.70
Old Westbury Municipal Bond	4.33B	3.80	3.89	1.42
Old Westbury All Cap Core	3.45B	10.32	19.24	12.60

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