Asset Manager
← All Institutions
OBERNDORF WILLIAM E
Market Value
$53M
-32.5%
Holdings
8
+1
New Purchases
1
Added To
1
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
25.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $17M | 32.1% |
| Large Cap | 5 | $36M | 67.9% |
| Mid Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$411.0B
Median Market Cap
$50.7B
Avg P/E
39.3
Median P/E
31.2
Avg Dividend Yield
0.00%
Avg Beta
0.97
# Stocks
7
# ETFs / Funds
1
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UNH | 18.03% | 35,553 | $10M | $270.59 | -$2M | — | — | |
| 2 | GWRE | 17.31% | 61,751 | $9M | $149.56 | — | +61,751 | — | NEW |
| 3 | PHYS | 14.91% | 224,439 | $8M | $35.44 | -$6M | -186,932 | -45.4% | |
| 4 | VEEV | 14.87% | 45,153 | $8M | $175.66 | $1M | +15,392 | +51.7% | |
| 5 | AMZN | 14.07% | 36,031 | $8M | $208.27 | -$5M | -16,897 | -31.9% | |
| 6 | ADSK | 11.77% | 26,220 | $6M | $239.40 | -$6M | -15,904 | -37.8% | |
| 7 | TEAM | 9.04% | 70,645 | $5M | $68.25 | -$7M | — | — | |
| 8 | MNDY | —% | — | — | — | -$11M | -73,705 | -100.0% | SOLD |