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Stock Style
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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.
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Growth
45
4
0
1
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18
2
1
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT

Time Period2018-12-31

Total Holdings128

Total Value ($x1000)312,193
Activities
New4

Increased23

Unchanged43

Decreased58

Sold Out11

Top 10 Stock Holdingstotal 58.36%
SPY21.85

BRK.A12.15

PG4.62

ABBV3.76

FLOT3.35

 
ABT2.77

CSJ2.62

ACWI2.5

AGG2.39

QCOM2.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
21.85%
TR UNIT
BRK.A
12.15%
CL A
PG
4.62%
COM
ABBV
3.76%
COM
FLOT
3.35%
FLTG RATE BD ETF
ABT
2.77%
COM
CSJ
2.62%
1-3 YR CR BD ETF
ACWI
2.5%
MSCI ACWI ETF
AGG
2.39%
CORE TOTUSBD ETF
QCOM
2.35%
COM
KO
1.67%
COM
XLU
1.55%
SBI INT-UTILS
XLV
1.52%
SBI HEALTHCARE
SHYG
1.48%
0-5YR HI YL CP
XLP
1.34%
SBI CONS STPLS
AAPL
1.28%
COM
MDY
1.2%
UTSER1 S&PDCRP
BKLN
1.19%
SR LN ETF
IJR
1.17%
CORE S&P SCP ETF
XOM
1.06%
COM
XLE
0.98%
SBI INT-ENERGY
VRIG
0.96%
VAR RATE INVT
EFA
0.92%
MSCI EAFE ETF
EEM
0.84%
MSCI EMG MKT ETF
SDY
0.84%
S&P DIVID ETF
PFE
0.8%
COM
JNJ
0.76%
COM
CVX
0.63%
COM
MRK
0.57%
COM
DVY
0.56%
SELECT DIVID ETF
VZ
0.55%
COM
IVV
0.54%
CORE S&P500 ETF
SHY
0.51%
1-3 YR TR BD ETF
CSCO
0.5%
COM
IEI
0.49%
3-7 YR TR BD ETF
MSFT
0.46%
COM
IBM
0.42%
COM
INTC
0.42%
COM
IWM
0.4%
RUSSELL 2000 ETF
KMB
0.39%
COM
UPS
0.38%
CL B
DWDP
0.36%
COM
DUK
0.34%
COM NEW
WMT
0.34%
COM
CNP
0.34%
COM
MCD
0.33%
COM
HUBB
0.31%
COM
RWX
0.3%
DJ INTL RL ETF
TGT
0.3%
COM
SDOG
0.3%
SECTR DIV DOGS
AME
0.29%
COM
PFF
0.29%
U.S. PFD STK ETF
AMZN
0.29%
COM
GM
0.29%
COM
PGX
0.28%
PFD ETF
XLK
0.28%
TECHNOLOGY
FDL
0.27%
SHS
VRP
0.27%
VAR RATE PFD
BA
0.26%
COM
ADM
0.25%
COM
HRB
0.25%
COM
UNP
0.25%
COM
IP
0.24%
COM
PM
0.24%
COM
FGD
0.23%
DJ GLBL DIVID
WY
0.23%
COM
T
0.23%
COM
IWB
0.22%
RUS 1000 ETF
HD
0.22%
COM
PEP
0.22%
COM
FB
0.21%
CL A
IYR
0.2%
U.S. REAL ES ETF
GLD
0.2%
GOLD SHS
MMM
0.2%
COM
GILD
0.19%
COM
MDLZ
0.19%
CL A
QQQ
0.19%
UNIT SER 1
KR
0.19%
COM
JPM
0.18%
COM
VNQ
0.18%
REIT ETF
MO
0.18%
COM
EXC
0.18%
COM
BMY
0.17%
COM
IDV
0.17%
INTL SEL DIV ETF
CAT
0.17%
COM
AEE
0.16%
COM
BRK.B
0.16%
CL B NEW
RSP
0.16%
S&P500 EQL WGT
GE
0.16%
COM
LLY
0.15%
COM
IJH
0.15%
CORE S&P MCP ETF
LQD
0.15%
IBOXX INV CP ETF
AEP
0.14%
COM
ED
0.14%
COM
ORCL
0.14%
COM
IVE
0.14%
S&P 500 VAL ETF
DIA
0.14%
UT SER 1
NSC
0.13%
COM
ADP
0.12%
COM
OXY
0.12%
COM
RTN
0.11%
COM NEW
TIP
0.11%
TIPS BD ETF
USB
0.11%
COM NEW
AMLP
0.11%
ALERIAN MLP
SPHD
0.1%
S&P500 HDL VOL
IWO
0.1%
RUS 2000 GRW ETF
IVW
0.1%
S&P 500 GRWT ETF
AXP
0.1%
COM
PEG
0.1%
COM
DIS
0.09%
COM DISNEY
HTLD
0.09%
COM
BAX
0.09%
COM
WBA
0.08%
COM
HON
0.08%
COM
RDS/A
0.08%
SPONS ADR A
VLO
0.08%
COM
CLX
0.08%
COM
PPL
0.08%
COM
AMU
0.08%
ETRAC ALER MLP
EMR
0.08%
COM
WDC
0.07%
COM
SPLV
0.07%
S&P500 LOW VOL
MCHP
0.07%
COM
SPGI
0.07%
COM
BAB
0.06%
TAXABLE MUN BD
BP
0.06%
SPONSORED ADR
IAU
0.04%
ISHARES
AXAS
0.01%
COM
KRE
0.38%
S&P REGL BKG
PDBC
0.24%
OPTIMUM YIELD
ESRX
0.11%
COM
NXPI
0.1%
COM
TXN
0.07%
COM
NFLX
0.07%
COM
KHC
0.07%
COM
XLY
0.07%
SBI CONS DISCR
XLI
0.07%
SBI INT-INDS
NVDA
0.06%
COM
NEE
0.06%
COM