Asset Manager
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OBERNDORF WILLIAM E
Market Value
$55M
+3.1%
Holdings
9
+1
New Purchases
2
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
33.3%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $28M | 50.6% |
| Large Cap | 5 | $25M | 44.5% |
| Mid Cap | 1 | $3M | 4.8% |
Portfolio Analytics
Avg Market Cap
$795.9B
Median Market Cap
$50.8B
Avg P/E
36.3
Median P/E
27.3
Avg Dividend Yield
0.00%
Avg Beta
0.99
# Stocks
8
# ETFs / Funds
1
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UNH | 26.86% | 35,553 | $15M | $415.63 | $5M | — | — | |
| 2 | GWRE | 16.10% | 71,997 | $9M | $123.05 | -$376K | +10,246 | +16.6% | |
| 3 | AMZN | 15.61% | 36,031 | $9M | $238.34 | $1M | — | — | |
| 4 | VEEV | 14.56% | 45,153 | $8M | $177.47 | $82K | — | — | |
| 5 | PHYS | 12.31% | 224,439 | $7M | $30.17 | -$1M | — | — | |
| 6 | GOOG | 8.17% | 12,719 | $4M | $353.33 | — | +12,719 | — | NEW |
| 7 | MNDY | 4.83% | 36,749 | $3M | $72.39 | — | +36,749 | — | NEW |
| 8 | ADSK | 1.56% | 4,425 | $860K | $194.42 | -$5M | -21,795 | -83.1% | |
| 9 | TEAM | —% | — | — | — | -$5M | -70,645 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| TEAM | — | —% |