OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
1-Year Est. Return
17.83%
1 Year Est. Return
+17.83%
AUM
$1.87B
AUM Growth
-$45.7M
(-2.4%)
Holding
280
Top Buys
| 1 | +$20.7M | |
| 2 | +$15.1M | |
| 3 | +$14.4M | |
| 4 |
Deere & Co
DE
|
+$11.1M |
| 5 |
Exxon Mobil
XOM
|
+$3.07M |
Top Sells
| 1 | +$21.6M | |
| 2 | +$17.6M | |
| 3 | +$2.1M | |
| 4 |
Mastercard
MA
|
+$1.86M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.81M |
Sector Composition
| 1 | Technology | 19.89% |
| 2 | Financials | 19.52% |
| 3 | Communication Services | 7.26% |
| 4 | Consumer Discretionary | 6.72% |
| 5 | Healthcare | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Uber
UBER
$192B
| – | – |
-10,698
|
|
||
277
United Parcel Service
UPS
$73.2B
| – | – |
-2,149
|
|
||
278
US Bancorp
USB
$71.1B
| – | – |
-13,027
|
|
||
279
Whirlpool
WHR
$4.07B
| – | – |
-2,000
|
|
||
280
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
| – | – |
-1,000
|
|