OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.13B
1-Year Est. Return 18.35%
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$24.4M
3
+$20.2M
4
GLD icon
SPDR Gold Trust
GLD
+$19.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.76%
2 Financials 12.2%
3 Communication Services 9.45%
4 Materials 8.7%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+65
352
$1K ﹤0.01%
+146
353
$1K ﹤0.01%
+20
354
$1K ﹤0.01%
+80
355
$1K ﹤0.01%
+22
356
$1K ﹤0.01%
+403
357
$1K ﹤0.01%
+10
358
$1K ﹤0.01%
+47
359
$1K ﹤0.01%
+20
360
$0 ﹤0.01%
+20
361
$0 ﹤0.01%
+1
362
$0 ﹤0.01%
+25
363
$0 ﹤0.01%
+15
364
$0 ﹤0.01%
+30
11 12 13 14
15