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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 2.17 | 0.00 |
Stocks | 97.83 | 97.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.74 | 19.69 |
Price to Book | 3.55 | 3.70 |
Price to Sales | 2.78 | 2.36 |
Price to Cash Flow | 13.58 | 13.53 |
Dividend Yield | 2.00 | 1.61 |
5 Years Earnings Growth | 10.11 | 11.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.05 | 26.58 |
Healthcare | 14.90 | 13.62 |
Financial Services | 13.98 | 14.24 |
Industrials | 11.01 | 10.15 |
Consumer Defensive | 8.10 | 6.50 |
Consumer Cyclical | 5.30 | 10.16 |
Energy | 5.16 | 4.48 |
Utilities | 3.71 | 2.52 |
Communication Services | 3.50 | 8.26 |
Real Estate | 3.16 | 2.32 |
Basic Materials | 3.14 | 2.72 |
Number of long holdings: 73
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.58 | 446.95 | -1.30% | |
NVIDIA | US67066G1040 | 4.93 | 123.50 | -0.40% | |
Apple | US0378331005 | 3.44 | 210.61 | -1.63% | |
JPMorgan | US46625H1005 | 2.41 | 202.26 | +1.55% | |
Walmart | US9311421039 | 2.17 | 67.71 | -0.25% | |
P&G | US7427181091 | 2.12 | 164.92 | -1.02% | |
Eli Lilly | US5324571083 | 2.06 | 905.38 | -0.40% | |
UnitedHealth | US91324P1021 | 2.02 | 509.34 | +4.71% | |
Visa A | US92826C8394 | 1.99 | 262.47 | -1.55% | |
Broadcom | US11135F1012 | 1.93 | 1,605.35 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Developing Markets Y | 10.48B | 2.23 | -9.44 | 1.70 | ||
Oppenheimer Main Street A | 9.23B | 12.66 | 7.27 | 10.86 | ||
Oppenheimer Developing Markets I | 8.11B | 2.31 | -9.31 | 1.87 | ||
Oppenheimer Global A | 6.33B | 10.84 | 2.35 | 9.01 | ||
Oppenheimer Capital Appreciation A | 5.01B | 17.14 | 7.75 | 12.75 |
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