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
AEOAmerican Eagle Outfitters In
Recent Activity
New Position
0.03%
$1.827M
81,598 shares@ $22.39 avg price
OGSOne Gas Inc
Recent Activity
New Position
0.02%
$1.595M
21,428 shares@ $74.43 avg price
TLNTalen Energy Corp
Recent Activity
New Position
0.02%
$1.411M
7,917 shares@ $178.24 avg price
BROSDutch Bros Inc
Recent Activity
New Position
0.02%
$1.207M
37,683 shares@ $32.04 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.02%
$1.062M
32,927 shares@ $32.26 avg price
UMBFUmb Finl Corp
Recent Activity
New Position
0.02%
$831,210
7,908 shares@ $105.12 avg price
UPSTUpstart Hldgs Inc
Recent Activity
New Position
0.01%
$826,247
20,651 shares@ $40.02 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
New Position
0.01%
$774,325
4,016 shares@ $192.82 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.01%
$757,546
2,971 shares@ $254.99 avg price
ALABAstera Labs Inc
Recent Activity
New Position
0.01%
$751,116
14,337 shares@ $52.4 avg price