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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.65 | 0.65 | 0.00 |
Shares | 99.35 | 99.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.22 | 19.63 |
Price to Book | 3.93 | 3.70 |
Price to Sales | 2.84 | 2.36 |
Price to Cash Flow | 13.84 | 13.57 |
Dividend Yield | 1.42 | 1.61 |
5 Years Earnings Growth | 12.26 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.30 | 26.58 |
Healthcare | 14.14 | 13.75 |
Financial Services | 12.91 | 14.22 |
Communication Services | 11.29 | 8.16 |
Industrials | 8.35 | 10.15 |
Consumer Defensive | 7.32 | 6.51 |
Consumer Cyclical | 6.95 | 10.29 |
Energy | 4.83 | 4.38 |
Real Estate | 1.88 | 2.38 |
Utilities | 1.71 | 2.39 |
Basic Materials | 1.33 | 2.74 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.18 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 5.16 | 887.83 | +3.46% | |
Apple | US0378331005 | 5.10 | 183.36 | +5.97% | |
Amazon.com | US0231351067 | 4.14 | 186.24 | +0.82% | |
Alphabet A | US02079K3059 | 3.87 | 167.21 | +0.35% | |
Meta Platforms | US30303M1027 | 2.97 | 452.05 | +2.35% | |
JPMorgan | US46625H1005 | 2.47 | 190.53 | -0.59% | |
Exxon Mobil | US30231G1022 | 2.43 | 116.02 | -0.19% | |
Philip Morris | US7181721090 | 2.21 | 97.41 | +0.10% | |
Constellation Brands A | US21036P1084 | 2.11 | 256.15 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 11.11B | 2.12 | -7.74 | 2.12 | ||
Oppenheimer Developing Markets I | 8.65B | 2.15 | -7.62 | 2.29 | ||
Oppenheimer Global A | 6.15B | 11.06 | 4.92 | 9.29 | ||
Oppenheimer Capital Appreciation A | 4.63B | 15.51 | 9.15 | 12.95 | ||
Oppenheimer Discovery Mid Cap Growt | 3.63B | 16.02 | 1.97 | 10.99 |
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