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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

US Funds

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16.20 +0.28 +1.76%

05/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.62B

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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	2.52	2.57	0.05
Stocks	97.46	97.46	0.00
Other	0.02	0.02	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.50	18.38
Price to Book	1.92	2.75
Price to Sales	1.32	1.78
Price to Cash Flow	9.28	11.55
Dividend Yield	1.90	1.72
5 Years Earnings Growth	10.87	12.46

Sector Allocation

Name	Net %	Category Average
Industrials	21.89	22.89
Technology	16.35	17.06
Financial Services	14.09	13.49
Healthcare	13.21	11.08
Consumer Cyclical	8.31	14.51
Consumer Defensive	7.19	4.72
Utilities	6.19	8.42
Basic Materials	5.94	6.70
Real Estate	2.77	3.09
Communication Services	2.52	4.71
Energy	1.55	4.24

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,039

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
Utilities Select Sector SPDR	US81369Y8865	5.42	75.88	-2.08%
VanEck Vectors Junior Gold Miners	US92189F7915	1.88	51.32	-0.71%
SPDR S&P Biotech	US78464A8707	1.09	87.06	-0.87%
Saia	US78709Y1055	0.92	382.61	-3.18%
SPDR S&P Regional Banking	US78464A6982	0.84	57.76	-1.62%
Dollarama	CA25675T1075	0.83	153.24	+1.63%
BJs Wholesale Club	US05550J1016	0.77	112.33	+12.23%
Booz Allen Hamilton	US0995021062	0.73	108.33	-1.46%
Nice ADR	US6536561086	0.69	146.62	-1.11%
US Foods	US9120081099	0.69	66.81	-3.37%

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	24.11B	2.82	7.52	8.38
Old Westbury Municipal Bond	4.27B	0.53	0.56	1.09
Old Westbury All Cap Core	3.39B	4.03	9.82	11.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Westbury Smal.	16.20	+0.28	+1.76%