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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.52 | 2.53 | 0.01 |
Stocks | 97.48 | 97.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.39 | 27.99 |
Price to Book | 4.32 | 6.63 |
Price to Sales | 2.66 | 4.18 |
Price to Cash Flow | 16.05 | 18.41 |
Dividend Yield | 0.94 | 0.71 |
5 Years Earnings Growth | 12.98 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.01 | 38.66 |
Industrials | 14.45 | 7.24 |
Financial Services | 13.59 | 9.28 |
Consumer Cyclical | 12.81 | 14.13 |
Healthcare | 9.61 | 12.77 |
Communication Services | 7.72 | 11.18 |
Consumer Defensive | 4.83 | 3.79 |
Energy | 3.53 | 1.86 |
Basic Materials | 3.06 | 1.91 |
Utilities | 1.82 | 1.03 |
Real Estate | 1.57 | 1.68 |
Number of long holdings: 86
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.31 | 415.13 | +0.23% | |
Apple | US0378331005 | 4.24 | 192.25 | +0.54% | |
Visa A | US92826C8394 | 3.50 | 272.46 | +0.43% | |
Amazon.com | US0231351067 | 3.38 | 176.44 | -1.60% | |
Alphabet C | US02079K1079 | 3.09 | 173.96 | +0.21% | |
NVIDIA | US67066G1040 | 2.63 | 1,096.33 | -0.82% | |
UnitedHealth | US91324P1021 | 2.57 | 495.37 | +2.85% | |
Meta Platforms | US30303M1027 | 2.46 | 466.83 | +0.05% | |
Cencora Inc | - | 1.95 | - | - | |
JPMorgan | US46625H1005 | 1.86 | 202.63 | +1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Westbury Large Cap Strategies | 23.38B | 6.05 | 2.38 | 7.25 | ||
Old Westbury Small & Mid Cap Strate | 8.39B | -0.32 | -5.33 | 4.91 | ||
Old Westbury Municipal Bond | 4.06B | -1.47 | -1.05 | 1.11 |
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