Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
45
5
0
1
1
0
19
2
1
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT

Time Period2019-03-31

Total Holdings130

Total Value ($x1000)332,062
Activities
New6

Increased18

Unchanged38

Decreased68

Sold Out4

Top 10 Stock Holdingstotal 57.19%
SPY22.12

BRK.A11.25

PG4.92

FLOT3.26

ABBV3.02

 
ABT2.88

CSJ2.58

ACWI2.56

AGG2.43

QCOM2.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
22.12%
TR UNIT
BRK.A
11.25%
CL A
PG
4.92%
COM
FLOT
3.26%
FLTG RATE BD ETF
ABBV
3.02%
COM
ABT
2.88%
COM
CSJ
2.58%
1-3 YR CR BD ETF
ACWI
2.56%
MSCI ACWI ETF
AGG
2.43%
CORE TOTUSBD ETF
QCOM
2.17%
COM
EFA
2.06%
MSCI EAFE ETF
XLK
1.66%
TECHNOLOGY
XLU
1.56%
SBI INT-UTILS
KO
1.55%
COM
SHYG
1.51%
0-5YR HI YL CP
AAPL
1.4%
COM
IEMG
1.31%
CORE MSCI EMKT
MDY
1.26%
UTSER1 S&PDCRP
IJR
1.18%
CORE S&P SCP ETF
BKLN
1.15%
SR LN ETF
XOM
1.11%
COM
XLE
1.04%
SBI INT-ENERGY
VRIG
0.94%
VAR RATE INVT
EEM
0.85%
MSCI EMG MKT ETF
SDY
0.84%
S&P DIVID ETF
JNJ
0.75%
COM
PFE
0.66%
COM
CVX
0.64%
COM
IVV
0.57%
CORE S&P500 ETF
MRK
0.57%
COM
DVY
0.54%
SELECT DIVID ETF
IBM
0.51%
COM
MSFT
0.5%
COM
SHY
0.48%
1-3 YR TR BD ETF
CSCO
0.47%
COM
INTC
0.43%
COM
VZ
0.37%
COM
UPS
0.37%
CL B
IWM
0.35%
RUSSELL 2000 ETF
HUBB
0.35%
COM
TGT
0.34%
COM
DWDP
0.34%
COM
T
0.34%
COM
AME
0.34%
COM
WMT
0.33%
COM
DUK
0.33%
COM NEW
AMZN
0.32%
COM
CNP
0.32%
COM
MCD
0.32%
COM
SDOG
0.31%
SECTR DIV DOGS
MO
0.31%
COM
BA
0.29%
COM
UNP
0.28%
COM
PGX
0.28%
PFD ETF
VRP
0.27%
VAR RATE PFD
PM
0.27%
COM
RWX
0.27%
DJ INTL RL ETF
FB
0.25%
CL A
PFF
0.25%
U.S. PFD STK ETF
GM
0.24%
COM
KMB
0.24%
COM
FGD
0.24%
DJ GLBL DIVID
IEI
0.24%
3-7 YR TR BD ETF
ADM
0.24%
COM
IWB
0.24%
RUS 1000 ETF
FDL
0.23%
SHS
WY
0.23%
COM
BMY
0.23%
COM
PEP
0.23%
COM
IYR
0.22%
U.S. REAL ES ETF
MDLZ
0.22%
CL A
IP
0.22%
COM
HD
0.22%
COM
GILD
0.2%
COM
MMM
0.2%
COM
VNQ
0.2%
REIT ETF
GE
0.2%
COM
QQQ
0.19%
UNIT SER 1
GLD
0.18%
GOLD SHS
JPM
0.18%
COM
RSP
0.17%
S&P500 EQL WGT
CAT
0.17%
COM
ED
0.16%
COM
ETN
0.16%
SHS
IJH
0.16%
CORE S&P MCP ETF
ORCL
0.16%
COM
AEE
0.15%
COM
IDV
0.15%
INTL SEL DIV ETF
NSC
0.15%
COM
AEP
0.15%
COM
LLY
0.15%
COM
OXY
0.15%
COM
IVE
0.15%
S&P 500 VAL ETF
KR
0.14%
COM
DIA
0.14%
UT SER 1
LQD
0.14%
IBOXX INV CP ETF
BRK.B
0.14%
CL B NEW
ADP
0.14%
COM
RTN
0.13%
COM NEW
XLV
0.12%
SBI HEALTHCARE
CCL
0.12%
PAIRED CTF
IWO
0.11%
RUS 2000 GRW ETF
PFG
0.11%
COM
USB
0.11%
COM NEW
AMLP
0.11%
ALERIAN MLP
TIP
0.11%
TIPS BD ETF
AXP
0.11%
COM
SPHD
0.1%
S&P500 HDL VOL
IVW
0.1%
S&P 500 GRWT ETF
BAX
0.1%
COM
HON
0.09%
COM
HTLD
0.09%
COM
HRB
0.09%
COM
WDC
0.09%
COM
AMU
0.08%
ETRAC ALER MLP
RDS/A
0.08%
SPONS ADR A
PEG
0.08%
COM
DIS
0.08%
COM DISNEY
CLX
0.08%
COM
SPGI
0.08%
COM
NFLX
0.08%
COM
WBA
0.07%
COM
MCHP
0.07%
COM
PPL
0.07%
COM
BP
0.07%
SPONSORED ADR
EMR
0.06%
COM
XLI
0.06%
SBI INT-INDS
BAB
0.06%
TAXABLE MUN BD
IAU
0.05%
ISHARES
AXAS
0.02%
COM
XLP
1.34%
SBI CONS STPLS
EXC
0.18%
COM
VLO
0.08%
COM
SPLV
0.07%
S&P500 LOW VOL