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OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.17B
1-Year Est. Return
19.46%
This Fund
S&P 500
1 Year Est. Return
+19.46%
AUM
$356M
AUM Growth
-$4.37M
(-1.2%)
Holding
368
Top Buys
| 1 | +$11.4M | |
| 2 | +$10.7M | |
| 3 | +$10.5M | |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$6.89M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
+$1.18M |
Top Sells
| 1 | +$189M | |
| 2 | +$13M | |
| 3 | +$10.5M | |
| 4 |
CKH
Seacor Holdings Inc.
CKH
|
+$9.5M |
| 5 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$875K |
Sector Composition
| 1 | Healthcare | 20.28% |
| 2 | Financials | 15.65% |
| 3 | Communication Services | 9.59% |
| 4 | Consumer Discretionary | 8.73% |
| 5 | Materials | 8.19% |