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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

US Funds

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16.08 +0.09 +0.56%

20/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 8.63B

Type: Fund

Market: United States

Issuer: Old Westbury

Asset Class: Equity

General
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OWSMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Old Westbury Small & Mid Cap Strategies (OWSMX) fund. Our Old Westbury Small & Mid 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	2.33	2.37	0.04
Shares	97.63	97.63	0.00
Preferred	0.04	0.04	0.00
Other	0.01	0.01	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.29	18.90
Price to Book	1.95	2.86
Price to Sales	1.25	1.83
Price to Cash Flow	9.27	11.72
Dividend Yield	1.74	1.63
5 Years Earnings Growth	12.00	13.34

Sector Allocation

Name	Net %	Category Average
Industrials	21.52	22.98
Technology	16.72	18.13
Financial Services	13.42	13.38
Healthcare	13.31	11.46
Consumer Cyclical	8.51	15.90
Basic Materials	7.53	5.18
Consumer Defensive	7.30	4.40
Energy	5.54	3.12
Communication Services	2.31	4.91
Real Estate	2.14	2.96
Utilities	1.70	3.26

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,943

Number of short holdings: 11

Name	ISIN	Weight %	Last	Change %
VanEck Oil Services ETF	-	2.59	-	-
VanEck Vectors Junior Gold Miners	US92189F7915	1.62	43.48	-2.01%
FlexShares Morningstar Global Upstream Natural Res	US33939L4077	1.24	36.36	+0.47%
SPDR S&P Metals & Mining	US78464A7550	1.20	57.10	+0.49%
SPDR S&P Biotech	US78464A8707	1.11	91.89	+0.67%
Utilities Select Sector SPDR	US81369Y8865	1.02	76.06	+0.34%
Nice ADR	US6536561086	0.97	173.67	-1.34%
BJs Wholesale Club	US05550J1016	0.78	93.10	-0.71%
Saia	US78709Y1055	0.77	464.85	-1.81%
Dollarama	CA25675T1075	0.72	140.12	+1.16%

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	24.45B	23.85	5.72	8.13
Old Westbury Municipal Bond	4.1B	1.25	-0.11	1.28
Old Westbury All Cap Core	3.47B	25.89	8.70	11.52

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Westbury Smal.	16.08	+0.09	+0.56%