OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.13B
1-Year Est. Return
18.35%
1 Year Est. Return
+18.35%
AUM
$2.01B
AUM Growth
+$134M
(+7.2%)
Holding
289
Top Buys
| 1 | +$57.9M | |
| 2 | +$19.8M | |
| 3 | +$17.7M | |
| 4 |
UnitedHealth
UNH
|
+$11.7M |
| 5 |
Amazon
AMZN
|
+$11.1M |
Top Sells
| 1 | +$57.7M | |
| 2 | +$22.9M | |
| 3 | +$18.1M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$15.9M |
| 5 |
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
Lucid Diagnostics
LUCD
$140M
| $14.9K | ﹤0.01% |
13,000
|
|
||
277
PAVmed
PAVM
$9.82M
| $12.9K | ﹤0.01% |
21,500
|
|
||
278
DraftKings
DKNG
$14.8B
| – | – |
-8,930
|
|
||
|
FISV
279
Fiserv, Inc. Common Stock
FISV
$34.7B
| – | – |
-1,907
|
|
||
280
iShares Core High Dividend ETF
HDV
$11.7B
| – | – |
-1,718
|
|
||
281
LyondellBasell Industries
LYB
$14.7B
| – | – |
-12,000
|
|
||
282
W.P. Carey
WPC
$14.8B
| – | – |
-10,881
|
|
||
283
Vanguard Total International Stock ETF
VXUS
$108B
| – | – |
-3,289
|
|
||
284
J.M. Smucker
SJM
$11.8B
| – | – |
-1,723
|
|
||
285
Schwab U.S Small- Cap ETF
SCHA
$20.1B
| – | – |
-8,954
|
|
||
286
Ovintiv
OVV
$9.83B
| – | – |
-4,951
|
|
||
287
Nomad Foods
NOMD
$1.79B
| – | – |
-44,000
|
|
||
288
Crown Castle
CCI
$39.5B
| – | – |
-4,569
|
|
||
289
Dutch Bros
BROS
$7.03B
| – | – |
-4,610
|
|