test

Deborah Kaback

@Oppenheimer Asset Management Inc.

Latest period2024 - Q3ReportedManaged Assets$8.307BTotal holdings1159
Assets growth rate6.12%Assets growth rate (2-Q avg)10.41%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Oppenheimer Asset Management Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1159 positions.

Assets under management

The assets under management (AUM) of Oppenheimer Asset Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.307B in assets, with a quarterly growth rate of 6.12% and a 2-quarter average growth rate of 10.41%. The portfolio is managed by Deborah Kaback, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Plc
Recent Activity
New Position
0.13%
$10.471M
69,349 shares@ $150.99 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.1%
$8.281M
167,559 shares@ $49.43 avg price
EPAMEpam Sys Inc
Recent Activity
New Position
0.1%
$8.195M
41,176 shares@ $199.03 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.08%
$6.324M
31,847 shares@ $198.58 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.06%
$4.189M
112,617 shares@ $37.2 avg price
EWJIshares Inc
Recent Activity
New Position
0.05%
$3.465M
48,433 shares@ $71.55 avg price
BBYBest Buy Inc
Recent Activity
New Position
0.03%
$2.384M
23,083 shares@ $103.31 avg price
SCCOSouthern Copper Corp
Recent Activity
New Position
0.03%
$2.289M
19,791 shares@ $115.68 avg price
MIDDMiddleby Corp
Recent Activity
New Position
0.03%
$2.22M
15,957 shares@ $139.13 avg price
ALKTAlkami Technology Inc
Recent Activity
New Position
0.03%
$1.86M
58,966 shares@ $31.55 avg price