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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.58 | 0.58 | 0.00 |
Shares | 99.42 | 99.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.39 | 20.38 |
Price to Book | 4.16 | 3.98 |
Price to Sales | 3.41 | 2.63 |
Price to Cash Flow | 15.15 | 14.42 |
Dividend Yield | 1.32 | 1.53 |
5 Years Earnings Growth | 11.46 | 11.26 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.71 | 28.65 |
Financial Services | 13.92 | 14.45 |
Healthcare | 13.02 | 12.37 |
Communication Services | 8.99 | 8.38 |
Consumer Cyclical | 7.87 | 10.47 |
Consumer Defensive | 6.59 | 6.11 |
Industrials | 6.14 | 9.66 |
Energy | 3.89 | 3.84 |
Basic Materials | 2.22 | 2.41 |
Utilities | 2.15 | 2.79 |
Real Estate | 1.49 | 2.29 |
Number of long holdings: 71
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.42 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 7.02 | 415.06 | +0.02% | |
Apple | US0378331005 | 5.66 | 236.00 | -0.67% | |
Amazon.com | US0231351067 | 4.92 | 237.68 | +1.30% | |
Meta Platforms | US30303M1027 | 3.04 | 689.18 | +0.32% | |
JPMorgan | US46625H1005 | 3.02 | 267.30 | -0.35% | |
Alphabet A | US02079K3059 | 2.90 | 204.02 | +1.57% | |
Exxon Mobil | US30231G1022 | 2.75 | 106.83 | -2.50% | |
Philip Morris | US7181721090 | 2.57 | 130.20 | -0.09% | |
American Express | US0258161092 | 2.13 | 317.45 | -0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 8.3B | -1.12 | -6.16 | 2.09 | ||
Oppenheimer Global A | 6.29B | 16.28 | 1.88 | 9.64 | ||
Oppenheimer Developing Markets I | 5.58B | -0.98 | -6.02 | 2.26 | ||
Oppenheimer Capital Appreciation A | 5.42B | 34.01 | 7.76 | 13.03 | ||
Oppenheimer Discovery Mid Cap Growt | 4.03B | 24.12 | -1.14 | 11.21 |
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