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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 0.65 | 0.17 |
Shares | 99.52 | 99.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.63 | 19.98 |
Price to Book | 3.82 | 3.86 |
Price to Sales | 2.51 | 2.56 |
Price to Cash Flow | 14.52 | 13.66 |
Dividend Yield | 1.40 | 1.58 |
5 Years Earnings Growth | 13.50 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.64 | 27.78 |
Financial Services | 14.44 | 15.01 |
Healthcare | 13.66 | 12.64 |
Consumer Cyclical | 9.83 | 10.32 |
Communication Services | 7.91 | 8.44 |
Consumer Defensive | 6.64 | 6.33 |
Industrials | 6.29 | 9.62 |
Energy | 3.77 | 3.91 |
Basic Materials | 2.16 | 2.38 |
Utilities | 2.09 | 2.78 |
Real Estate | 1.58 | 2.32 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.07 | 459.59 | +0.20% | |
Apple | US0378331005 | 6.39 | 200.85 | +0.45% | |
NVIDIA | US67066G1040 | 6.12 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 5.00 | 205.01 | -0.34% | |
Alphabet A | US02079K3059 | 3.11 | 171.61 | -0.15% | |
Philip Morris | US7181721090 | 2.93 | 180.52 | +1.49% | |
Meta Platforms | US30303M1027 | 2.81 | 646.92 | +0.29% | |
JPMorgan | US46625H1005 | 2.49 | 264.00 | -0.17% | |
Fiserv | US3377381088 | 2.08 | 162.79 | +1.99% | |
McDonald’s | US5801351017 | 2.00 | 313.65 | +0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 8.68B | -4.81 | 10.71 | 10.41 | ||
Oppenheimer Developing Markets Y | 7.53B | 2.55 | 2.99 | 2.05 | ||
Oppenheimer Global A | 5.52B | -4.93 | 10.55 | 8.24 | ||
Oppenheimer Developing Markets I | 4.88B | 2.63 | 3.15 | 2.22 | ||
Oppenheimer Capital Appreciation A | 4.56B | -10.49 | 12.21 | 11.49 |
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