OLD WESTBURY FUNDS INC
About this Fund
OLD WESTBURY FUNDS INC is a reputable mutual fund company that specializes in providing a wide range of investment solutions to cater to the diverse needs of its clients, leveraging its expertise in asset management to help individuals and institutions achieve their financial goals. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, each designed to meet specific investment objectives and risk tolerance levels. By adopting a disciplined approach to investment, OLD WESTBURY FUNDS INC strives to deliver consistent long-term performance, making it an attractive option for investors seeking to grow their wealth over time. The company's investment philosophy is centered around a thorough research-based approach, where its experienced team of portfolio managers and analysts work tirelessly to identify opportunities that can potentially generate alpha, while minimizing risk. OLD WESTBURY FUNDS INC also recognizes the importance of systematic investment plans, or SIPs, which enable investors to invest a fixed amount of money at regular intervals, thereby promoting a disciplined and long-term approach to investing. By offering a range of investment products and services, the company aims to provide its clients with the flexibility and convenience they need to manage their investment portfolios effectively. OLD WESTBURY FUNDS INC's commitment to transparency, accountability, and exceptional customer service has earned it the trust of its investors, who appreciate the company's dedication to helping them navigate the complexities of the investment landscape. As a trusted partner in the realm of mutual fund investing, OLD WESTBURY FUNDS INC continues to prioritize the needs of its clients, providing them with access to a team of experienced investment professionals who are passionate about delivering outstanding results and fostering long-term relationships. By combining its investment expertise with a deep understanding of the markets and the economy, OLD WESTBURY FUNDS INC is well-positioned to help its clients achieve their investment objectives, whether they are seeking capital appreciation, income generation, or a combination of both. With its strong foundation in asset management and wealth management, the company remains a preferred choice among investors seeking a reliable and experienced mutual fund company to manage their investment portfolios and help them build wealth over the long term.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | TNET TRINET GROUP INC Since 2026-05-10 | 896288AC1 | Debt |
0.04%
|
$1.00 | 975,000 |
| 2 | POST POST HOLDINGS INC Since 2026-05-10 | 737446AR5 | Debt |
0.02%
|
$0.38 | 400,000 |
| 3 | XYZ BLOCK INC Since 2026-05-10 | 852234AU7 | Debt |
0.01%
|
$0.20 | 200,000 |
| 4 | WFC WELLS FARGO & COMPANY Since 2026-05-10 | 94988U151 | Equity (Preferred) |
0.10%
|
$2.40 | 122,100 |
| 5 | GTLS CHART INDUSTRIES INC Since 2026-05-10 | 16115QAF7 | Debt |
0.02%
|
$0.42 | 400,000 |
| 6 | EMBC EMBECTA CORP Since 2026-05-10 | 29082KAA3 | Debt |
0.03%
|
$0.68 | 725,000 |
| 7 | ERO ERO COPPER CORP Since 2026-05-10 | 296006AA7 | Debt |
0.04%
|
$0.91 | 900,000 |
| 8 | MBC MASTERBRAND INC Since 2026-05-10 | 57638PAA2 | Debt |
0.02%
|
$0.49 | 475,000 |
| 9 | NRG NRG ENERGY INC Since 2026-05-10 | 629377DD1 | Debt |
0.03%
|
$0.63 | 625,000 |
| 10 | CLF CLEVELAND-CLIFFS INC Since 2026-05-10 | 185899AQ4 | Debt |
0.03%
|
$0.68 | 650,000 |
| 11 | SVC SERVICE PROPERTIES TRUST Since 2026-05-10 | 44106MBB7 | Debt |
0.02%
|
$0.57 | 650,000 |
| 12 | STWD STARWOOD PROPERTY TRUST Since 2026-05-10 | 85571BAU9 | Debt |
0.03%
|
$0.80 | 800,000 |
| 13 | CCS CENTURY COMMUNITIES Since 2026-05-10 | 156504AN2 | Debt |
0.03%
|
$0.73 | 725,000 |
| 14 | NWL NEWELL BRANDS INC Since 2026-05-10 | 651229BG0 | Debt |
0.02%
|
$0.42 | 400,000 |
| 15 | SNAP SNAP INC Since 2026-05-10 | 83304AAL0 | Debt |
0.01%
|
$0.28 | 275,000 |
| 16 | SNAP SNAP INC Since 2026-05-10 | 83304AAM8 | Debt |
0.01%
|
$0.18 | 175,000 |
| 17 | DVA DAVITA INC Since 2026-05-10 | 23918KAW8 | Debt |
0.03%
|
$0.64 | 625,000 |
| 18 | PENN PENN ENTERTAINMENT INC Since 2026-05-10 | 707569AV1 | Debt |
0.02%
|
$0.42 | 450,000 |
| 19 | AHCO ADAPTHEALTH LLC Since 2026-05-10 | 00653VAA9 | Debt |
0.03%
|
$0.65 | 650,000 |
| 20 | PHIN PHINIA INC Since 2026-05-10 | 71880KAB7 | Debt |
0.03%
|
$0.81 | 775,000 |
| 21 | ENR ENERGIZER HOLDINGS INC Since 2026-05-10 | 29272WAD1 | Debt |
0.03%
|
$0.67 | 700,000 |
| 22 | ENR ENERGIZER HOLDINGS INC Since 2026-05-10 | 29272WAC3 | Debt |
0.02%
|
$0.45 | 450,000 |
| 23 | MOH MOLINA HEALTHCARE INC Since 2026-05-10 | 60855RAJ9 | Debt |
0.01%
|
$0.32 | 325,000 |
| 24 | MET METLIFE INC Since 2026-05-10 | 59156R850 | Equity (Preferred) |
0.02%
|
$0.55 | 27,600 |
| 25 | GTN-A GRAY MEDIA INC Since 2026-05-10 | 389375AM8 | Debt |
0.02%
|
$0.39 | 360,000 |
| 26 | GTN-A GRAY MEDIA INC Since 2026-05-10 | 389375AN6 | Debt |
0.01%
|
$0.18 | 175,000 |
| 27 | LUMN LUMEN TECHNOLOGIES INC Since 2026-05-10 | 550241AK9 | Debt |
0.02%
|
$0.40 | 400,000 |
| 28 | CLF CLEVELAND-CLIFFS INC Since 2026-05-10 | 18589GAA3 | Debt |
0.02%
|
$0.42 | 400,000 |
| 29 | PSA PUBLIC STORAGE Since 2026-05-10 | 74460W487 | Equity (Preferred) |
0.02%
|
$0.50 | 31,500 |
| 30 | SVC SERVICE PROPERTIES TRUST Since 2026-05-10 | 81761LAB8 | Debt |
0.03%
|
$0.77 | 775,000 |
| 31 | BLDR BUILDERS FIRSTSOURCE INC Since 2026-05-10 | 12008RAP2 | Debt |
0.02%
|
$0.55 | 575,000 |
| 32 | AAP ADVANCE AUTO PARTS Since 2026-05-10 | 00751YAK2 | Debt |
0.02%
|
$0.41 | 400,000 |
| 33 | UAL UNITED AIRLINES HOLDINGS Since 2026-05-10 | 910047AL3 | Debt |
0.01%
|
$0.15 | 150,000 |
| 34 | GTN-A GRAY MEDIA INC Since 2026-05-10 | 389286AA3 | Debt |
0.01%
|
$0.28 | 375,000 |
| 35 | CMPR CIMPRESS PLC Since 2026-05-10 | 17186HAH5 | Debt |
0.02%
|
$0.54 | 525,000 |
| 36 | LGIH LGI HOMES INC Since 2026-05-10 | 50187TAK2 | Debt |
0.01%
|
$0.32 | 325,000 |
| 37 | POST POST HOLDINGS INC Since 2026-05-10 | 737446AQ7 | Debt |
0.03%
|
$0.66 | 675,000 |
| 38 | AHCO ADAPTHEALTH LLC Since 2026-05-10 | 00653VAC5 | Debt |
0.01%
|
$0.34 | 350,000 |
| 39 | BLD TOPBUILD CORP Since 2026-05-10 | 89055FAD5 | Debt |
0.01%
|
$0.20 | 200,000 |
| 40 | PRAA PRA GROUP INC Since 2026-05-10 | 69354NAD8 | Debt |
0.04%
|
$0.96 | 1,050,000 |