Oakmark Global Large Cap ETF OAKG

Morningstar Medalist Rating

Morningstar’s Analysis OAKG

Will OAKG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A promising team in a new (and cheaper) wrapper.

Director Andrew Daniels

Andrew Daniels

Director

Summary

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.

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Portfolio Holdings OAKG

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Airbnb Inc Ordinary Shares - Class A

3.251M
Consumer Cyclical

Salesforce Inc

3.061M
Technology

Sunbelt Rentals Holdings Inc

3.031M
Industrials

adidas AG

3.011M
Consumer Cyclical

BNP Paribas Act. Cat.A

2.891M
Financial Services

IQVIA Holdings Inc

2.861M
Healthcare

Keurig Dr Pepper Inc

2.711M
Consumer Defensive

Intercontinental Exchange Inc

2.701M
Financial Services

Elevance Health Inc

2.591M
Healthcare

Bayer AG

2.591M
Healthcare

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