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Svetlana Milina

Oppenheimer Asset Management Inc.

Assets Managed
$8.762B
Holdings
1113
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
7.73%(2Q avg: -1.4%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Oppenheimer Asset Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1113 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.762B in assets, with a quarterly growth rate of 7.73% and a 2-quarter average growth rate of -1.4%. The portfolio is managed by Svetlana Milina, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 6.04%
2.83%
$247.72M
669,205 shares@ $370.18 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Increased 33.88%
2.56%
$223.624M
2.232M shares@ $100.19 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -0.54%
2.4%
$210.135M
2.293M shares@ $91.64 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.41%
1.86%
$162.839M
933,712 shares@ $174.4 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.76%
1.71%
$149.31M
610,825 shares@ $244.45 avg price
CVX
Chevron Corp
Recent Activity
Decreased -2.89%
1.62%
$141.848M
685,588 shares@ $206.91 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.3%
1.47%
$127.971M
435,040 shares@ $294.17 avg price
AMZN
Amazon.com Inc
Recent Activity
New Position
1.34%
$117.199M
562,728 shares@ $208.28 avg price
AAPL
Apple Inc
Recent Activity
New Position
1.18%
$102.597M
404,261 shares@ $253.79 avg price
C
Citigroup Inc
Recent Activity
Increased 0.02%
1.13%
$98.485M
868,395 shares@ $113.42 avg price

1-10 of 1113