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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 | 21.06 |
Price to Book | 4.29 | 4.01 |
Price to Sales | 2.91 | 2.70 |
Price to Cash Flow | 15.26 | 14.11 |
Dividend Yield | 1.28 | 1.53 |
5 Years Earnings Growth | 12.23 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.74 | 29.26 |
Financial Services | 13.90 | 14.85 |
Healthcare | 10.90 | 11.50 |
Consumer Cyclical | 10.27 | 10.31 |
Communication Services | 9.09 | 8.78 |
Industrials | 8.12 | 9.88 |
Consumer Defensive | 6.18 | 6.04 |
Energy | 3.55 | 3.66 |
Real Estate | 2.50 | 2.22 |
Utilities | 2.26 | 2.62 |
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 | 506.69 | -0.58% | |
NVIDIA | US67066G1040 | 6.66 | 174.18 | -3.32% | |
Apple | US0378331005 | 5.73 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 4.73 | 229.00 | -1.12% | |
Meta Platforms | US30303M1027 | 4.10 | 738.70 | -1.65% | |
JPMorgan | US46625H1005 | 2.87 | 301.42 | +0.12% | |
Alphabet A | US02079K3059 | 2.80 | 212.91 | +0.60% | |
Eli Lilly | US5324571083 | 2.23 | 732.58 | +0.08% | |
Broadcom | US11135F1012 | 2.21 | 297.39 | -3.65% | |
Walmart | US9311421039 | 2.12 | 96.98 | +0.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.92B | 9.30 | 16.30 | 11.60 | ||
Oppenheimer Global A | 6.09B | 7.23 | 14.80 | 9.15 | ||
Oppenheimer Developing Markets Y | 4.9B | 10.97 | 6.29 | 3.71 | ||
Oppenheimer Capital Appreciation A | 5.43B | 8.70 | 19.97 | 13.22 | ||
Oppenheimer Developing Markets I | 3.58B | 11.09 | 6.46 | 3.87 |
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