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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$41.9M
3
+$41.4M
4
NXPI icon
NXP Semiconductors
NXPI
+$32.5M
5
MPLX icon
MPLX
MPLX
+$10.1M

Top Sells

1
+$21.6M
2
+$15.1M
3
+$12.8M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$10.2M
5
ETN icon
Eaton
ETN
+$9.79M

Sector Composition

1 Healthcare 30.27%
2 Financials 22.77%
3 Consumer Discretionary 13.82%
4 Technology 8.89%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.04%
3,558
+3
77
$470K 0.04%
7,120
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78
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3,846
79
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80
$448K 0.04%
13,260
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81
$442K 0.04%
9,836
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82
$438K 0.04%
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83
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86
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14,104
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87
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6,054
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91
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92
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95
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6,390
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96
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97
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5,667
98
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4,284
-34
99
$300K 0.03%
5,800
-416,729
100
$288K 0.03%
3,681
-110
2 3
4
5 6