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
276
$14.9K ﹤0.01%
13,000
277
$12.9K ﹤0.01%
717
278
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-1,907
279
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280
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-3,289
281
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282
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283
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-8,930
284
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-12,000
285
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286
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287
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-4,951
288
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-8,954
289
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-1,723
8 9 10 11
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