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 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Salesforce Inc

3.56 1M
Technology

IQVIA Holdings Inc

3.41 1M
Healthcare

Airbnb Inc Ordinary Shares - Class A

3.09 1M
Consumer Cyclical

Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting

3.01 1M
Technology

BNP Paribas Act. Cat.A

3.00 1M
Financial Services

Sunbelt Rentals Holdings Inc

2.95 1M
Industrials

Meta Platforms Inc Class A

2.69 1M
Communication Services

Sysco Corp

2.63 997,011
Consumer Defensive

adidas AG

2.63 996,843
Consumer Cyclical

CNH Industrial NV

2.55 965,729
Industrials

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