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Old Westbury All Cap Core Fund (OWACX)

US Funds

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23.30 +0.46 +2.01%

11/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3.15B

Type: Fund

Market: United States

Issuer: Old Westbury

Asset Class: Equity

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OWACX Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Westbury All Cap Core (OWACX) fund. Our Old Westbury All Cap Core portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.68	2.69	0.01
Stocks	97.32	97.32	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.02	28.39
Price to Book	5.05	7.30
Price to Sales	2.25	4.81
Price to Cash Flow	17.19	18.93
Dividend Yield	0.82	0.68
5 Years Earnings Growth	9.57	13.82

Sector Allocation

Name	Net %	Category Average
Technology	29.40	39.77
Financial Services	17.62	9.73
Consumer Cyclical	11.20	14.60
Healthcare	10.64	10.69
Communication Services	9.89	12.79
Industrials	9.61	6.82
Consumer Defensive	4.79	3.40
Energy	2.73	1.37
Utilities	2.05	1.19
Real Estate	1.22	1.40
Basic Materials	0.86	1.61

Region Allocation

Equities

North America
Latin America
Europe Developed
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 93

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.85	387.81	-0.16%
Alphabet C	US02079K1079	4.40	161.47	+1.30%
Apple	US0378331005	4.34	202.52	+2.21%
Amazon.com	US0231351067	4.20	182.12	-1.49%
NVIDIA	US67066G1040	4.03	110.71	-0.20%
Visa A	US92826C8394	3.24	335.18	+0.53%
Meta Platforms	US30303M1027	3.23	531.48	-2.22%
UnitedHealth	US91324P1021	2.46	587.06	-2.07%
JPMorgan	US46625H1005	2.24	234.72	-0.63%
Bank of America	US0605051046	1.85	36.67	+2.00%

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	22.53B	-3.03	6.11	7.34
Old Westbury Small & Mid Cap Strate	7.93B	-1.25	0.58	5.03
Old Westbury Municipal Bond	4.14B	0.21	1.37	1.15

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