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
$1.13B
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$32M
3
+$31.7M
4
JELD icon
JELD-WEN Holding
JELD
+$28.2M
5
CCI icon
Crown Castle
CCI
+$5.64M

Top Sells

1
+$29.6M
2
+$29.5M
3
+$18.6M
4
MDT icon
Medtronic
MDT
+$11.3M
5
CELG
Celgene Corp
CELG
+$9.33M

Sector Composition

1 Financials 26.03%
2 Healthcare 21.83%
3 Industrials 10.97%
4 Consumer Discretionary 10.68%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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6,406
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77
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79
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97
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98
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5,694
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$289K 0.03%
9,000
100
$281K 0.02%
6,258
2 3
4
5 6