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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

US Funds

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17.57 -0.24 -1.35%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.82B

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OWSMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Westbury Small & Mid Cap Strategies (OWSMX) fund. Our Old Westbury Small & Mid 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	2.69	2.76	0.07
Shares	97.22	97.22	0.00
Other	0.09	0.09	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.85	18.55
Price to Book	1.75	2.76
Price to Sales	1.09	1.72
Price to Cash Flow	8.32	11.42
Dividend Yield	2.11	1.84
5 Years Earnings Growth	9.43	11.90

Sector Allocation

Name	Net %	Category Average
Industrials	21.49	22.46
Financial Services	15.39	14.60
Technology	14.37	16.33
Healthcare	10.77	11.24
Consumer Cyclical	10.24	14.55
Basic Materials	7.14	6.23
Consumer Defensive	6.47	5.14
Utilities	5.49	7.28
Real Estate	3.52	3.05
Communication Services	3.52	4.55
Energy	1.60	4.47

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,941

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Utilities Select Sector SPDR	US81369Y8865	4.37	85.67	+0.54%
VanEck Vectors Junior Gold Miners	US92189F7915	2.38	64.22	-0.80%
SPDR S&P Biotech	US78464A8707	0.90	85.66	-0.67%
BJs Wholesale Club	US05550J1016	0.88	105.90	+0.67%
Dollarama	CA25675T1075	0.73	189.38	+1.09%
MSA Safety	US5534981064	0.70	177.87	-0.91%
US Foods	US9120081099	0.66	83.33	-1.27%
Nasdaq Inc	US6311031081	0.64	96.22	+0.24%
STERIS	IE00BFY8C754	0.63	226.49	-1.21%
Tradeweb Markets	US8926721064	0.63	138.55	-5.18%

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	25.43B	8.17	17.10	8.64
Old Westbury Municipal Bond	4.22B	1.06	2.04	1.30
Old Westbury All Cap Core	3.42B	3.84	17.26	11.29

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