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Old Westbury Large Cap Strategies Fund | OWLSXMutual Fund | |
| OLD WESTBURY FUNDS INC | |
| Last update 2025-06-28 | 604 Stocks (34 new) |
| Value $22.60 Bil | Turnover 17 % |
Old Westbury Large Cap Strateg... Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2,517,809 | 995,189.2 | -14.02% | 4.400 | -0.69% | 0.030 | +33.94% | +18.80% | 3,707,650.2 | Software | |
NVDA | NVIDIA Corp | 8,651,243 | 942,293.4 | -12.95% | 4.170 | -0.63% | 0.040 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AAPL | Apple Inc | 3,881,947 | 824,913.7 | -16.64% | 3.650 | -0.74% | 0.030 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 3,768,893 | 695,059.3 | -9.88% | 3.080 | -0.40% | 0.040 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
GOOG | Alphabet Inc | 3,772,359 | 606,934.8 | -9.79% | 2.690 | -0.34% | 0.030 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
JPM | JPMorgan Chase & Co | 1,964,798 | 480,628.9 | -15.60% | 2.130 | -0.39% | 0.070 | +30.86% | +25.49% | 822,612.0 | Banks | |
AVGO | Broadcom Inc | 2,212,541 | 425,847.8 | -25.90% | 1.880 | -0.69% | 0.050 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
META | Meta Platforms Inc | 719,044 | 394,755.2 | -19.44% | 1.750 | -0.49% | 0.030 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 521,479 | 278,078.7 | +17.09% | 1.230 | +0.18% | 0.020 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
COST | Costco Wholesale Corp | 277,227 | 275,702.3 | -8.52% | 1.220 | -0.10% | 0.060 | +2.19% | +7.98% | 437,720.8 | Retail - Defensive |
Old Westbury Large Cap Strategies Fund's Historical Top Holdings Breakdowns
Old Westbury Large Cap Strategies Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-04-30 | Reduce Reduce | -0.74% | 172.42 ($220.47) 247.1 | $213.55 | -3.14% | Reduce -16.64% | 3,881,947 | -774,715 | |
MSFT | Microsoft Corp | 2025-04-30 | Reduce Reduce | -0.69% | 354.56 ($391.17) 416.13 | $498.84 | 27.53% | Reduce -14.02% | 2,517,809 | -410,593 | |
AVGO | Broadcom Inc | 2025-04-30 | Reduce Reduce | -0.69% | 146.29 ($194.12) 236.35 | $275.18 | 41.76% | Reduce -25.9% | 2,212,541 | -773,320 | |
NVDA | NVIDIA Corp | 2025-04-30 | Reduce Reduce | -0.63% | 94.31 ($116.53) 140.11 | $159.34 | 36.74% | Reduce -12.95% | 8,651,243 | -1,287,286 | |
KWEB | KraneShares CSI China Internet ETF | 2025-04-30 | New Buy New Buy | +0.57% | 28.28 ($33.73) 38.29 | $33.63 | -0.30% | New holding | 4,025,003 | 4,025,003 | |
ASX:CSL | CSL Ltd | 2025-04-30 | Sold Out Sold Out | -0.57% | 233.08 (A$253.89) 280.43 | A$242.76 | -4.38% | Sold Out | 0 | -811,739 | |
CMG | Chipotle Mexican Grill Inc | 2025-04-30 | Reduce Reduce | -0.55% | 45.98 ($51.64) 59.02 | $57.07 | 10.52% | Reduce -99.93% | 1,615 | -2,332,305 | |
BX | Blackstone Inc | 2025-04-30 | Reduce Reduce | -0.53% | 120.07 ($147.05) 177.11 | $155.13 | 5.49% | Reduce -61.76% | 457,422 | -738,752 | |
NOW | ServiceNow Inc | 2025-04-30 | Add Add | +0.53% | 721.65 ($879.71) 1027.06 | $1,044.69 | 18.75% | Add 208.93% | 188,058 | 127,184 | |
XKRX:005930 | Samsung Electronics Co Ltd | 2025-04-30 | New Buy New Buy | +0.52% | 51000 (₩56101.6) 61800 | ₩63,300.00 | 12.83% | New holding | 3,032,775 | 3,032,775 |
Old Westbury Large Cap Strategies Fund Total Holding History ($B)
Old Westbury Large Cap Strategies Fund's Asset Allocation
Old Westbury Large Cap Strategies Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Old Westbury Large Cap Strategies Fund's Hypothetical Growth since 2025-04-30
Old Westbury Large Cap Strategies Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Old Westbury Large Cap Strategies Fund's Holdings Heat Map
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Old Westbury Large Cap Strategies Fund's Holdings Bubble Chart
Old Westbury Large Cap Strategies Fund News
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