OC
Oppenheimer & Co Portfolio holdings
AUM
$7.56B
1-Year Return
24.19%
This Quarter Return
+15.61%
1 Year Return
+24.19%
3 Year Return
+89.94%
5 Year Return
+158.67%
10 Year Return
+361.14%
AUM
$4.74B
AUM Growth
+$743M
(+19%)
Cap. Flow
+$220M
Cap. Flow
% of AUM
4.64%
Top 10 Holdings %
Top 10 Hldgs %
17.46%
Holding
1,440
New
165
Increased
569
Reduced
526
Closed
100
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$9.1M |
| 2 |
Albemarle
ALB
|
+$6.9M |
| 3 |
Lowe's Companies
LOW
|
+$6.65M |
| 4 |
Chewy
CHWY
|
+$6.3M |
| 5 |
Roku
ROKU
|
+$5.46M |
Sector Composition
| 1 | Technology | 18.79% |
| 2 | Healthcare | 11.15% |
| 3 | Financials | 10.55% |
| 4 | Consumer Discretionary | 9.84% |
| 5 | Industrials | 7.7% |
