Oakmark Global Large Cap ETF OAKG

Medalist Rating as of | See Natixis Investment Hub

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 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

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