OPPENHEIMER ASSET MANAGEMENT INC.

données du 30/09/2025

Capitalisation

$ 9.092 B 4.27 %

Période de détention moyenne

19 ans

Performance

$ 4.664 B 65 187.24 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans OPPENHEIMER ASSET MANAGEMENT INC.

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 3.71% 337.340 M $ 651299 2017/03/31 13.443 M $ 4.13 %
2025/09/30 BIL SPDR SERIES TRUST 2.33% 211.467 M $ 2304817 2018/06/30 46.999 K $ 0.02 %
2025/09/30 NVDA NVIDIA CORPORATION 2.05% 186.737 M $ 1000841 2017/03/31 25.155 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 1.71% 155.015 M $ 705992 2017/03/31 133.111 K $ 0.08 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.60% 145.139 M $ 460132 2017/03/31 11.901 M $ 8.80 %
2025/09/30 V VISA INC 1.36% 123.221 M $ 360951 2017/03/31 -5.461 M $ -3.85 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.33% 120.585 M $ 650335 2017/03/31 21.538 M $ 21.39 %
2025/09/30 GBIL GOLDMAN SACHS ETF TR 1.33% 120.513 M $ 1202362 2023/03/31 83.155 K $ 0.08 %
2025/09/30 CVX CHEVRON CORP NEW 1.20% 108.948 M $ 701579 2017/03/31 8.417 M $ 8.45 %
2025/09/30 AVGO BROADCOM INC 1.12% 102.244 M $ 309914 2018/06/30 13.653 M $ 19.68 %
2025/09/30 C CITIGROUP INC 1.02% 93.097 M $ 917208 2017/03/31 20.520 M $ 19.24 %
2025/09/30 AAPL APPLE INC 1.01% 92.257 M $ 362318 2017/03/31 16.441 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 1.00% 90.642 M $ 372859 2017/03/31 26.098 M $ 37.94 %
2025/09/30 ORCL ORACLE CORP 0.93% 84.168 M $ 299274 2017/03/31 20.627 M $ 28.64 %
2025/09/30 GOOG ALPHABET INC 0.92% 83.947 M $ 344680 2017/03/31 23.319 M $ 37.30 %
2025/09/30 MA MASTERCARD INCORPORATED 0.91% 82.894 M $ 145733 2017/03/31 1.014 M $ 1.22 %
2025/09/30 META META PLATFORMS INC 0.90% 81.648 M $ 111180 2017/03/31 -398.049 K $ -0.50 %
2025/09/30 RTX RTX CORPORATION 0.89% 80.906 M $ 483514 2020/06/30 10.848 M $ 14.59 %
2025/09/30 VO VANGUARD INDEX FDS 0.83% 75.407 M $ 256712 2023/12/31 3.576 M $ 4.97 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.77% 70.086 M $ 678139 2017/03/31 -7.511 M $ -9.64 %
2025/09/30 FDX FEDEX CORP 0.77% 69.679 M $ 295489 2017/03/31 2.228 M $ 3.74 %
2025/09/30 THO THOR INDS INC 0.77% 69.630 M $ 671523 2017/03/31 10.010 M $ 16.75 %
2025/09/30 VOD VODAFONE GROUP PLC NEW 0.76% 69.222 M $ 5967413 2017/03/31 5.619 M $ 8.82 %
2025/09/30 NOW SERVICENOW INC 0.75% 67.898 M $ 73780 2017/03/31 -7.986 M $ -10.49 %
2025/09/30 GM GENERAL MTRS CO 0.74% 67.449 M $ 1106272 2017/03/31 13.037 M $ 23.90 %
2025/09/30 MGA MAGNA INTL INC 0.71% 64.499 M $ 1361320 2018/12/31 11.940 M $ 22.71 %
2025/09/30 NFLX NETFLIX INC 0.70% 63.474 M $ 52943 2017/03/31 -8.161 M $ -10.47 %
2025/09/30 LEN LENNAR CORP 0.63% 57.157 M $ 453483 2022/06/30 7.014 M $ 13.95 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.62% 56.663 M $ 112709 2017/03/31 1.920 M $ 3.49 %
2025/09/30 MDT MEDTRONIC PLC 0.57% 51.831 M $ 544218 2017/03/31 4.455 M $ 9.26 %
2025/09/30 SHOP SHOPIFY INC 0.55% 50.149 M $ 337457 2023/09/30 13.317 M $ 28.83 %
2025/09/30 LLY ELI LILLY & CO 0.55% 49.989 M $ 65516 2017/03/31 -1.129 M $ -2.12 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.55% 49.685 M $ 176274 2023/12/31 5.057 M $ 11.31 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.54% 49.018 M $ 73581 2017/03/31 3.740 M $ 7.82 %
2025/09/30 CSCO CISCO SYS INC 0.54% 48.688 M $ 711606 2017/03/31 -669.979 K $ -1.38 %
2025/09/30 LBTYK LIBERTY GLOBAL LTD 0.53% 48.078 M $ 4091777 2023/12/31 5.906 M $ 13.97 %
2025/09/30 MRK MERCK & CO INC 0.51% 46.497 M $ 553998 2017/03/31 2.485 M $ 6.03 %
2025/09/30 MS MORGAN STANLEY 0.50% 45.872 M $ 288578 2017/03/31 5.296 M $ 12.85 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.50% 45.523 M $ 384583 2022/09/30 3.772 M $ 9.07 %
2025/09/30 ARW ARROW ELECTRS INC 0.49% 44.840 M $ 370581 2018/12/31 -2.376 M $ -5.05 %
2025/09/30 GLW CORNING INC 0.48% 43.361 M $ 528598 2017/03/31 19.651 M $ 55.98 %
2025/09/30 ABBV ABBVIE INC 0.47% 43.053 M $ 185944 2017/03/31 8.321 M $ 24.74 %
2025/09/30 KLAC KLA CORP 0.46% 41.887 M $ 38835 2018/03/31 7.010 M $ 20.41 %
2025/09/30 HD HOME DEPOT INC 0.45% 40.995 M $ 101175 2017/03/31 3.852 M $ 10.51 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.45% 40.985 M $ 120192 2017/03/31 6.113 M $ 16.92 %
2025/09/30 SGOV ISHARES TR 0.45% 40.517 M $ 402349 2020/09/30 2.932 K $ 0.01 %
2025/09/30 T AT&T INC 0.44% 40.014 M $ 1416909 2017/03/31 -1.121 M $ -2.42 %
2025/09/30 BAC BANK AMERICA CORP 0.43% 39.345 M $ 762653 2017/03/31 3.219 M $ 9.02 %
2025/09/30 CVS CVS HEALTH CORP 0.42% 38.451 M $ 510022 2018/12/31 3.232 M $ 9.29 %
2025/09/30 ZTS ZOETIS INC 0.42% 38.394 M $ 262396 2017/03/31 -2.692 M $ -6.18 %
2025/09/30 LOW LOWES COS INC 0.42% 38.109 M $ 151640 2017/03/31 4.547 M $ 13.27 %
2025/09/30 UL UNILEVER PLC 0.42% 37.780 M $ 637319 2017/03/31 -1.243 M $ -3.09 %
2025/09/30 ASML ASML HOLDING N V 0.40% 36.738 M $ 37949 2017/03/31 7.744 M $ 20.80 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.40% 36.581 M $ 373385 2019/06/30 1.342 M $ 5.01 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.40% 36.531 M $ 130801 2017/03/31 6.202 M $ 23.31 %
2025/09/30 MO ALTRIA GROUP INC 0.39% 35.382 M $ 535603 2017/03/31 3.950 M $ 12.67 %
2025/09/30 TJX TJX COS INC NEW 0.38% 34.455 M $ 238375 2017/03/31 5.253 M $ 17.05 %
2025/09/30 INTU INTUIT 0.37% 33.652 M $ 49277 2017/03/31 -4.366 M $ -13.30 %
2025/09/30 APH AMPHENOL CORP NEW 0.37% 33.631 M $ 271766 2017/03/31 6.140 M $ 25.32 %
2025/09/30 EMXC ISHARES INC 0.37% 33.621 M $ 498009 2021/09/30 2.162 M $ 6.92 %
2025/09/30 CB CHUBB LIMITED 0.36% 32.913 M $ 116609 2017/03/31 -875.379 K $ -2.58 %
2025/09/30 DHR DANAHER CORPORATION 0.36% 32.343 M $ 163134 2017/03/31 114.324 K $ 0.36 %
2025/09/30 CMCSA COMCAST CORP NEW 0.35% 32.136 M $ 1022785 2017/03/31 -3.892 M $ -11.96 %
2025/09/30 ENB ENBRIDGE INC 0.35% 31.766 M $ 629520 2017/03/31 3.256 M $ 11.34 %
2025/09/30 NVO NOVO-NORDISK A S 0.34% 31.352 M $ 565007 2017/03/31 -6.680 M $ -19.60 %
2025/09/30 SBUX STARBUCKS CORP 0.34% 31.265 M $ 369557 2017/03/31 -2.664 M $ -7.67 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.33% 30.206 M $ 186228 2017/03/31 -3.747 M $ -10.94 %
2025/09/30 XOM EXXON MOBIL CORP 0.32% 29.357 M $ 260372 2017/03/31 1.357 M $ 4.59 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.32% 29.140 M $ 60079 2017/03/31 7.491 M $ 19.62 %
2025/09/30 SPGI S&P GLOBAL INC 0.32% 29.127 M $ 59845 2017/03/31 -2.507 M $ -7.70 %
2025/09/30 NVS NOVARTIS AG 0.31% 28.584 M $ 222892 2017/03/31 1.515 M $ 5.97 %
2025/09/30 SNPS SYNOPSYS INC 0.29% 26.590 M $ 53893 2017/03/31 -583.387 K $ -3.76 %
2025/09/30 TSLA TESLA INC 0.29% 26.307 M $ 59155 2018/06/30 6.398 M $ 40.00 %
2025/09/30 CAT CATERPILLAR INC 0.29% 26.299 M $ 55116 2017/03/31 5.446 M $ 22.91 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.29% 26.201 M $ 109335 2017/03/31 2.419 M $ 10.27 %
2025/09/30 CRH CRH PLC 0.29% 26.145 M $ 218059 2023/09/30 6.095 M $ 30.61 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.29% 26.123 M $ 237591 2017/03/31 1.097 M $ 4.10 %
2025/09/30 DIS DISNEY WALT CO 0.28% 25.658 M $ 224084 2017/03/31 -2.580 M $ -7.67 %
2025/09/30 ABT ABBOTT LABS 0.28% 25.607 M $ 191186 2017/03/31 -518.491 K $ -1.52 %
2025/09/30 EFA ISHARES TR 0.27% 24.893 M $ 266609 2017/03/31 1.036 M $ 4.45 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.27% 24.829 M $ 100687 2017/03/31 -6.210 M $ -17.49 %
2025/09/30 QQQ INVESCO QQQ TR 0.27% 24.756 M $ 41234 2018/06/30 1.013 M $ 8.83 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.27% 24.579 M $ 54958 2018/06/30 -5.127 M $ -17.70 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.27% 24.498 M $ 120312 2017/03/31 -121.597 K $ -0.50 %
2025/09/30 ANET ARISTA NETWORKS INC 0.27% 24.217 M $ 166203 2024/12/31 6.365 M $ 42.42 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.27% 24.162 M $ 549772 2017/03/31 379.616 K $ 1.57 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.26% 23.972 M $ 531538 2017/03/31 -594.444 K $ -2.57 %
2025/09/30 ETN EATON CORP PLC 0.26% 23.606 M $ 63076 2018/12/31 901.196 K $ 4.83 %
2025/09/30 EMR EMERSON ELEC CO 0.26% 23.530 M $ 179372 2022/12/31 -367.058 K $ -1.61 %
2025/09/30 CSGP COSTAR GROUP INC 0.26% 23.180 M $ 274745 2017/03/31 1.137 M $ 4.94 %
2025/09/30 IAU ISHARES GOLD TR 0.25% 23.153 M $ 318173 2021/06/30 3.324 M $ 16.69 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.25% 23.081 M $ 120014 2017/03/31 -3.555 M $ -12.99 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.25% 22.869 M $ 273779 2017/03/31 -4.791 M $ -17.25 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.24% 22.218 M $ 78742 2017/03/31 -1.075 M $ -4.28 %
2025/09/30 DEO DIAGEO PLC 0.24% 22.077 M $ 231345 2017/03/31 -978.793 K $ -5.36 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.24% 22.028 M $ 178008 2018/12/31 1.050 M $ 4.87 %
2025/09/30 TXN TEXAS INSTRS INC 0.24% 22.016 M $ 119828 2017/03/31 -2.944 M $ -11.51 %
2025/09/30 WMB WILLIAMS COS INC 0.24% 21.731 M $ 343027 2017/03/31 177.274 K $ 0.86 %
2025/09/30 GPC GENUINE PARTS CO 0.23% 21.046 M $ 151848 2017/03/31 2.699 M $ 14.25 %
2025/09/30 MSCI MSCI INC 0.23% 20.992 M $ 36996 2018/06/30 -312.424 K $ -1.62 %