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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.67 | 1.67 | 0.00 |
Shares | 98.33 | 98.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.03 | 20.75 |
Price to Book | 4.29 | 3.96 |
Price to Sales | 2.91 | 2.65 |
Price to Cash Flow | 15.26 | 13.91 |
Dividend Yield | 1.28 | 1.55 |
5 Years Earnings Growth | 12.23 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.74 | 28.78 |
Financial Services | 13.90 | 14.94 |
Healthcare | 10.90 | 11.76 |
Consumer Cyclical | 10.27 | 10.33 |
Communication Services | 9.09 | 8.67 |
Industrials | 8.12 | 9.88 |
Consumer Defensive | 6.18 | 6.17 |
Energy | 3.55 | 3.68 |
Real Estate | 2.50 | 2.25 |
Utilities | 2.26 | 2.65 |
Basic Materials | 1.50 | 2.36 |
Number of long holdings: 79
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.73 | 527.75 | -1.47% | |
NVIDIA | US67066G1040 | 6.66 | 178.26 | -0.97% | |
Apple | US0378331005 | 5.73 | 202.92 | -0.21% | |
Amazon.com | US0231351067 | 4.73 | 213.75 | +0.99% | |
Meta Platforms | US30303M1027 | 4.10 | 763.46 | -1.66% | |
JPMorgan | US46625H1005 | 2.87 | 291.37 | -0.98% | |
Alphabet A | US02079K3059 | 2.80 | 194.67 | -0.19% | |
Eli Lilly | US5324571083 | 2.23 | 765.95 | -0.40% | |
Broadcom | US11135F1012 | 2.21 | 292.93 | -1.61% | |
Walmart | US9311421039 | 2.12 | 99.31 | -0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.58B | 7.32 | 18.56 | 11.73 | ||
Oppenheimer Developing Markets Y | 5.65B | 11.05 | 7.11 | 3.22 | ||
Oppenheimer Global A | 5.97B | 7.93 | 18.79 | 9.42 | ||
Oppenheimer Capital Appreciation A | 5.32B | 5.52 | 22.50 | 13.20 | ||
Oppenheimer Developing Markets I | 4.01B | 11.15 | 7.27 | 3.38 |
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