OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.01B
1-Year Est. Return 17.83%
This Quarter Est. Return
1 Year Est. Return
+17.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$994K
3
+$738K
4
LLY icon
Eli Lilly
LLY
+$607K
5
ADM icon
Archer Daniels Midland
ADM
+$477K

Top Sells

1
+$3.08M
2
+$2.04M
3
+$1.86M
4
AXDX
Accelerate Diagnostics
AXDX
+$1.74M
5
MCD icon
McDonald's
MCD
+$1.6M

Sector Composition

1 Healthcare 30.41%
2 Financials 18.57%
3 Technology 11.59%
4 Consumer Discretionary 9%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.11%
14,228
+7,560
52
$1.07M 0.1%
19,210
53
$1.05M 0.1%
25,464
54
$1.01M 0.1%
18,724
-636
55
$1.01M 0.1%
9,772
56
$971K 0.09%
7,701
+3
57
$917K 0.09%
10,218
58
$842K 0.08%
19,638
59
$826K 0.08%
29,216
+6,292
60
$774K 0.07%
3,576
-528
61
$752K 0.07%
9,092
+532
62
$741K 0.07%
11,294
-20
63
$715K 0.07%
11,329
64
$668K 0.06%
10,441
65
$658K 0.06%
8,166
-9
66
$657K 0.06%
3,936
+1,872
67
$655K 0.06%
17,874
+694
68
$647K 0.06%
15,460
+2,200
69
$646K 0.06%
7,650
70
$632K 0.06%
47,850
71
$594K 0.06%
6,300
72
$589K 0.06%
7,346
+4,200
73
$581K 0.06%
2,424
-6
74
$573K 0.05%
5,900
75
$565K 0.05%
9,525
1 2
3
4 5