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
$2.01B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$20.2M
3
+$17.5M
4
UNH icon
UnitedHealth
UNH
+$14.3M
5
AMZN icon
Amazon
AMZN
+$10.1M

Top Sells

1
+$54M
2
+$21.7M
3
+$18.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.6M
5
MRK icon
Merck
MRK
+$12M

Sector Composition

1 Technology 23.24%
2 Financials 17.07%
3 Communication Services 7.75%
4 Consumer Discretionary 7.23%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$283K 0.01%
3,107
-6
227
$282K 0.01%
17,589
228
$281K 0.01%
4,537
+18
229
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+1,211
230
$271K 0.01%
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231
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1,013
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232
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233
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234
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235
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236
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237
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7,889
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238
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239
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240
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241
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242
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245
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2,000
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247
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248
$243K 0.01%
2,251
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249
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7,984
250
$239K 0.01%
3,761
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