OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $1.87B
This Quarter Return
-1.6%
1 Year Return
+11.35%
3 Year Return
+37.62%
5 Year Return
+160.18%
10 Year Return
+303.31%
AUM
$1.87B
AUM Growth
-$45.7M
Cap. Flow
+$15.8M
Cap. Flow %
0.84%
Top 10 Hldgs %
41.48%
Holding
280
New
23
Increased
91
Reduced
110
Closed
19

Sector Composition

1Technology19.89%
2Financials19.52%
3Communication Services7.26%
4Consumer Discretionary6.72%
5Healthcare6.18%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-10,698
Closed
-$645K
-2,149
Closed
-$271K
-13,027
Closed
-$623K
-2,000
Closed
-$229K
-1,000
Closed
-$224K