Old Westbury All Cap Core Fund (OWACX) - Large Growth fund with $2.00 Billion in assets. The fund allocates 37.65% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp at 4.82% of total assets. This is followed by Apple Inc (4.34%) and NVIDIA Corp (6.81%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 4.82% | - | - |
| Apple Inc | 4.34% | - | - |
| NVIDIA Corp | 6.81% | - | - |
| Amazon.com Inc | 3.93% | - | - |
| Alphabet Inc | 5.42% | - | - |
| Visa Inc | 2.24% | - | - |
| UnitedHealth Group Inc | 2.46% | - | - |
| Meta Platforms Inc | 3.21% | - | - |
| JPMorgan Chase Co | 1.77% | - | - |
| Federated Hermes US Treasury Cash Reserves | 2.65% | - | - |
| Broadcom Inc | 2.52% | - | - |
| SPDR SP 500 ETF Trust | 2.22% | - | - |
| Federated U.S. Treasury Cash Reserves | 2.51% | - | - |
| NVIDIA CORP COM | 6.97% | - | - |
| ALPHABET INC CAP STK CL C | 5.71% | - | - |
| APPLE INC COM | 4.46% | - | - |
| MICROSOFT CORP COM | 4.19% | - | - |
| AMAZON.COM INC COM | 3.82% | - | - |
| BROADCOM INC COM | 3.36% | - | - |
| META PLATFORMS INC CL A | 2.23% | - | - |
| ISHARES TRUST MSCI EAFE ETF | 2.21% | - | - |
| VISA INC COM CL A | 1.97% | - | - |