OWSMX holdings — Old Westbury Small & Mid Cap Strategies Fund
Old Westbury Small & Mid Cap Strategies Fund (OWSMX) held 2,247 positions with net assets of $9.25B as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 8.0% of the fund, led by GDXJ, XBI, MMDA OVERNIGHT SWEEP.
OWSMX top holdings
- GDXJ VANECK ETF TRUST — 2.76% ($255M)
- XBI SPDR SERIES TRUST — 1.00% ($92.5M)
- MMDA OVERNIGHT SWEEP — 0.87% ($80.3M)
- USFD US FOODS HOLDING CORP — 0.52% ($48.1M)
- FCFS FIRSTCASH HOLDINGS INC — 0.49% ($45.0M)
- CLH CLEAN HARBORS INC — 0.48% ($44.7M)
- TXRH TEXAS ROADHOUSE INC — 0.48% ($44.3M)
- STE STERIS PLC — 0.48% ($44.1M)
- KEYS KEYSIGHT TECHNOLOGIES INC — 0.47% ($43.1M)
- LH LABCORP HOLDINGS INC — 0.45% ($42.0M)
- UTPXX Money Market Obligations Trust — 0.41% ($38.2M)
- SAIA SAIA INC — 0.39% ($35.9M)
- DLMAF DOLLARAMA INC — 0.38% ($35.4M)
- RBC RBC BEARINGS INC — 0.36% ($33.6M)
- SARO STANDARDAERO INC — 0.36% ($33.5M)
- KRE SPDR SERIES TRUST — 0.36% ($33.5M)
- NDAQ NASDAQ INC — 0.36% ($33.2M)
- ULS UL SOLUTIONS INC — 0.35% ($32.3M)
- FIBI FIRST INTERNATIONAL BANK OF ISRAEL LTD (THE) — 0.34% ($31.6M)
- APG API GROUP CORP — 0.33% ($30.6M)
- MEDP MEDPACE HOLDINGS INC — 0.33% ($30.6M)
- TW TRADEWEB MARKETS INC — 0.33% ($30.5M)
- IDXX IDEXX LABORATORIES INC — 0.31% ($29.0M)
- LYV LIVE NATION ENTERTAINMENT INC — 0.31% ($28.8M)
- BBY BALFOUR BEATTY PLC — 0.29% ($26.4M)
What are OWSMX's top 10 holdings?
GDXJ (2.8%), XBI (1.0%), MMDA OVERNIGHT SWEEP (0.9%), USFD (0.5%), FCFS (0.5%), CLH (0.5%), TXRH (0.5%), STE (0.5%), KEYS (0.5%), LH (0.5%).
How many stocks are in OWSMX?
Old Westbury Small & Mid Cap Strategies Fund reported 2,247 holdings as of July 31, 2026.