OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
-8.95%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$1.67B
AUM Growth
+$1.67B
(-10%)
Cap. Flow
+$9.62M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
40.46%
Holding
248
New
15
Increased
66
Reduced
49
Closed
11
Top Buys
| 1 |
FRC
First Republic Bank
FRC
|
$40.5M |
| 2 |
Home Depot
HD
|
$33.2M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$27.9M |
| 4 |
RH
RH
|
$15.9M |
| 5 |
NVR
NVR
|
$14.8M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$47.2M |
| 2 |
Goldman Sachs
GS
|
$47M |
| 3 |
Dolby
DLB
|
$43.1M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.61M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.86M |
Sector Composition
| 1 | Consumer Discretionary | 17.6% |
| 2 | Financials | 17.59% |
| 3 | Healthcare | 17.41% |
| 4 | Technology | 16.24% |
| 5 | Communication Services | 6.9% |
