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
$1.8B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.8M
3
+$7.84M
4
DNMR
Danimer Scientific, Inc.
DNMR
+$6.12M
5
DOCU icon
DocuSign
DOCU
+$1.77M

Top Sells

1
+$49.8M
2
+$2.77M
3
+$1.41M
4
CCI icon
Crown Castle
CCI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Healthcare 18.78%
2 Financials 16.75%
3 Technology 16.72%
4 Consumer Discretionary 15.68%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.14%
16,291
-289
52
$2.4M 0.13%
92,551
53
$2.32M 0.13%
5,410
-385
54
$2M 0.11%
14,811
+1,444
55
$1.92M 0.11%
35,527
+642
56
$1.87M 0.1%
10,617
+235
57
$1.74M 0.1%
72,237
+2,586
58
$1.73M 0.1%
27,350
-2,220
59
$1.71M 0.1%
+55,057
60
$1.57M 0.09%
13,541
+1,273
61
$1.52M 0.08%
34,276
-2,238
62
$1.48M 0.08%
13,092
+1,000
63
$1.39M 0.08%
8,386
64
$1.35M 0.07%
45,465
-1,671
65
$1.34M 0.07%
17,292
-810
66
$1.3M 0.07%
7,846
67
$1.29M 0.07%
11,489
+684
68
$1.27M 0.07%
32,358
+1,780
69
$1.26M 0.07%
8,532
+1,149
70
$1.2M 0.07%
4,162
+348
71
$1.13M 0.06%
27,388
-538
72
$1.12M 0.06%
22,421
-1
73
$1.1M 0.06%
3,463
+75
74
$1.07M 0.06%
19,402
+71
75
$1.06M 0.06%
4,662
-345
1 2
3
4 5