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Old Westbury Large Cap Strategies Fund (OWLSX)

US Funds

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20.64 +0.09 +0.44%

01/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 24.76B

Type: Fund

Market: United States

Issuer: Old Westbury

Asset Class: Equity

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OWLSX Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Westbury Large Cap Strategies (OWLSX) fund. Our Old Westbury Large Cap Strategies 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	2.56	4.02	1.46
Stocks	97.15	97.15	0.00
Other	0.29	0.29	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.44	23.83
Price to Book	2.52	4.49
Price to Sales	2.00	3.43
Price to Cash Flow	11.83	16.22
Dividend Yield	2.23	1.18
5 Years Earnings Growth	11.01	15.21

Sector Allocation

Name	Net %	Category Average
Technology	22.76	28.89
Financial Services	15.66	12.32
Consumer Cyclical	13.56	12.26
Consumer Defensive	9.48	4.31
Industrials	8.71	11.58
Healthcare	8.61	15.85
Communication Services	7.61	10.00
Energy	6.07	3.14
Basic Materials	4.95	3.28
Real Estate	1.85	1.71
Utilities	0.73	1.18

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 643

Number of short holdings: 13

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	2.89	136.05	+0.48%
Amazon.com	US0231351067	2.33	195.78	-1.09%
Energy Select Sector SPDR	US81369Y5069	2.05	89.57	+1.74%
ASML ADR	USN070592100	1.54	671.16	-0.53%
Visa A	US92826C8394	1.43	291.85	+0.38%
Alphabet A	US02079K3059	1.42	169.24	-1.20%
HDFC Bank	INE040A01034	1.34	1,714.10	-1.34%
SPDR S&P Oil & Gas Exploration & Production	US78468R5569	1.33	131.80	+1.90%
Unilever	GB00B10RZP78	1.30	56.34	-0.81%
Apple	US0378331005	1.30	222.07	-0.38%

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Small & Mid Cap Strate	8.84B	10.63	-0.95	6.17
Old Westbury Municipal Bond	4.15B	1.60	0.06	1.33
Old Westbury All Cap Core	3.55B	19.82	8.66	11.29

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Westbury Larg.	20.64	+0.09	+0.44%