Oakmark Global Large Cap ETF brings an established pedigree to a new structure. It earns a High Process rating and an Above Average People rating.
Oakmark Global Large Cap ETF OAKG
Morningstar’s Analysis OAKG
Will OAKG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Salesforce Inc | 3.49 | 1M | Technology |
Airbnb Inc Ordinary Shares - Class A | 3.21 | 1M | Consumer Cyclical |
IQVIA Holdings Inc | 2.96 | 1M | Healthcare |
Sunbelt Rentals Holdings Inc | 2.93 | 1M | Industrials |
adidas AG | 2.84 | 1M | Consumer Cyclical |
BNP Paribas Act. Cat.A | 2.73 | 1M | Financial Services |
Elevance Health Inc | 2.69 | 1M | Healthcare |
Sysco Corp | 2.66 | 1M | Consumer Defensive |
Keurig Dr Pepper Inc | 2.51 | 991,564 | Consumer Defensive |
Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting | 2.49 | 984,538 | Technology |