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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.61 | 0.26 |
Shares | 99.65 | 99.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.30 | 20.17 |
Price to Book | 4.16 | 3.87 |
Price to Sales | 2.91 | 2.57 |
Price to Cash Flow | 15.45 | 13.63 |
Dividend Yield | 1.32 | 1.58 |
5 Years Earnings Growth | 14.06 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.36 | 28.02 |
Financial Services | 14.73 | 14.98 |
Healthcare | 12.05 | 12.33 |
Consumer Cyclical | 10.07 | 10.35 |
Communication Services | 9.00 | 8.50 |
Consumer Defensive | 6.51 | 6.35 |
Industrials | 6.00 | 9.77 |
Energy | 3.43 | 3.79 |
Basic Materials | 2.27 | 2.39 |
Utilities | 1.95 | 2.70 |
Real Estate | 1.62 | 2.31 |
Number of long holdings: 73
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.83 | 491.12 | -0.19% | |
NVIDIA | US67066G1040 | 6.64 | 157.25 | +2.58% | |
Apple | US0378331005 | 5.94 | 212.44 | +2.22% | |
Amazon.com | US0231351067 | 5.17 | 219.88 | -0.26% | |
Meta Platforms | US30303M1027 | 3.65 | 713.46 | -0.80% | |
Alphabet A | US02079K3059 | 3.17 | 178.64 | +1.59% | |
Philip Morris | US7181721090 | 2.65 | 175.91 | -0.91% | |
JPMorgan | US46625H1005 | 2.59 | 291.94 | +0.53% | |
Walmart | US9311421039 | 2.21 | 97.61 | -0.64% | |
Broadcom | US11135F1012 | 2.06 | 269.90 | +1.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.65B | 1.22 | 13.36 | 10.92 | ||
Oppenheimer Developing Markets Y | 7.67B | 6.12 | 3.34 | 2.60 | ||
Oppenheimer Global A | 6.16B | 2.01 | 13.32 | 8.75 | ||
Oppenheimer Capital Appreciation A | 5.31B | -1.46 | 16.87 | 12.40 | ||
Oppenheimer Developing Markets I | 4.57B | 6.18 | 3.48 | 2.76 |
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