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OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.17B
1-Year Est. Return 19.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$36.9M
3
+$32M
4
JNJ icon
Johnson & Johnson
JNJ
+$31.4M
5
BEPC icon
Brookfield Renewable
BEPC
+$2.23M

Top Sells

1
+$43.4M
2
+$37.3M
3
+$28.6M
4
PYPL icon
PayPal
PYPL
+$22.9M
5
NVDA icon
NVIDIA
NVDA
+$18.7M

Sector Composition

1 Healthcare 15.58%
2 Consumer Discretionary 15.22%
3 Financials 15.22%
4 Technology 12.76%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,259
227
– –
-5,495
228
– –
-2,413
229
– –
-5,360
230
– –
-2,400
231
– –
-1,683
232
– –
-197,774
233
– –
-1,721
234
– –
-3,254
6 7 8 9
10