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MUTUAL OF OMAHA BANK WEALTH MANAGEMENT13F | |
| MUTUAL OF OMAHA BANK WEALTH MANAGEMENT | |
| Last update 2020-10-23 | 116 Stocks (8 new) |
| Value $298.00 Mil | Turnover 5 % |
MUTUAL OF OMAHA BANK WEALTH MA... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 231,423 | 77,499.0 | -6.31% | 25.980 | -1.62% | 0.030 | +19.57% | +7.72% | 643,289.7 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 226,983 | 26,797.0 | +4.48% | 8.980 | +0.38% | 0.030 | +1.23% | +3.24% | 127,979.5 | ||
PG | Procter & Gamble Co | 155,140 | 21,563.0 | -0.69% | 7.230 | -0.04% | 0.010 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
ABT | Abbott Laboratories | 119,278 | 12,981.0 | 0% | 4.350 | 0% | 0.010 | -5.16% | +10.91% | 215,165.7 | Medical Devices & Instruments | |
ACWI | iShares MSCI ACWI Index Fund | 150,755 | 12,048.0 | -6.11% | 4.040 | -0.24% | 0.080 | +17.38% | +11.29% | 22,448.5 | ||
ABBV | AbbVie Inc | 125,941 | 11,032.0 | -1.76% | 3.700 | -0.07% | 0.010 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
IGSB | iShares 1-3 Year Credit Bond ETF | 160,260 | 8,798.0 | +3.06% | 2.950 | +0.09% | 0.040 | +1.99% | +3.94% | 21,483.9 | ||
QCOM | Qualcomm Inc | 74,457 | 8,762.0 | -12.81% | 2.940 | -0.34% | 0.010 | +13.95% | +1.92% | 169,970.4 | Semiconductors | |
AAPL | Apple Inc | 50,740 | 5,877.0 | -16.40% | 1.970 | -0.31% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
KO | Coca-Cola Co | 109,935 | 5,426.0 | +0.61% | 1.820 | +0.01% | 0.000 | -3.63% | +13.82% | 300,653.0 | Beverages - Non-Alcoholic |
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT Total Holding History ($B)
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's Asset Allocation
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's Hypothetical Growth since 2020-09-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's Holdings Heat Map
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MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's Holdings Bubble Chart
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