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
$1.87B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$13.8M
3
+$2.68M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.89M
5
MCD icon
McDonald's
MCD
+$1.72M

Top Sells

1
+$36.9M
2
+$33.2M
3
+$31.1M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$9.33M
5
NVDA icon
NVIDIA
NVDA
+$3.24M

Sector Composition

1 Technology 19.34%
2 Healthcare 19.16%
3 Financials 17.54%
4 Consumer Discretionary 13.27%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.11%
33,637
+1,228
52
$1.76M 0.09%
4,236
+174
53
$1.72M 0.09%
11,103
-1,490
54
$1.71M 0.09%
56,872
+1,815
55
$1.68M 0.09%
35,443
+1,167
56
$1.59M 0.09%
30,570
+13,170
57
$1.55M 0.08%
13,537
+445
58
$1.54M 0.08%
8,856
+340
59
$1.52M 0.08%
11,251
-16
60
$1.47M 0.08%
66,770
-5,242
61
$1.42M 0.08%
2,497
62
$1.4M 0.07%
17,292
63
$1.39M 0.07%
12,398
+943
64
$1.37M 0.07%
3,447
+200
65
$1.34M 0.07%
8,213
-473
66
$1.34M 0.07%
4,400
+238
67
$1.15M 0.06%
18,818
-3,908
68
$1.14M 0.06%
7,696
+89
69
$1.11M 0.06%
12,749
70
$1.11M 0.06%
6,486
+2,068
71
$1.1M 0.06%
3,696
+72
72
$1.09M 0.06%
36,864
-5,983
73
$1.08M 0.06%
3,847
74
$1.01M 0.05%
20,629
+1,227
75
$981K 0.05%
11,493
+807
1 2
3
4 5