Asset Manager
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OBERNDORF WILLIAM E
Market Value
$79M
+6.5%
Holdings
7
-2
New Purchases
0
Added To
3
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $24M | 30.3% |
| Large Cap | 4 | $44M | 55.9% |
| Mid Cap | 1 | $11M | 13.8% |
Portfolio Analytics
Avg Market Cap
$467.7B
Median Market Cap
$50.8B
Avg P/E
28.8
Median P/E
27.3
Avg Dividend Yield
0.00%
Avg Beta
0.96
# Stocks
6
# ETFs / Funds
1
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PHYS | 17.20% | 411,371 | $14M | $33.02 | $7M | +189,207 | +85.2% | |
| 2 | ADSK | 15.79% | 42,124 | $12M | $296.01 | -$912K | — | — | |
| 3 | AMZN | 15.47% | 52,928 | $12M | $230.82 | $595K | — | — | |
| 4 | UNH | 14.86% | 35,553 | $12M | $330.11 | -$540K | — | — | |
| 5 | TEAM | 14.50% | 70,645 | $11M | $162.14 | $6M | +35,251 | +99.6% | |
| 6 | MNDY | 13.77% | 73,705 | $11M | $147.56 | -$3M | +3,585 | +5.1% | |
| 7 | VEEV | 8.41% | 29,761 | $7M | $223.23 | -$4M | -7,463 | -20.1% |