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
$1.06B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$15.5M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$10.9M
5
STZ icon
Constellation Brands
STZ
+$9.95M

Top Sells

1
+$44.2M
2
+$40.3M
3
+$33.2M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$19.5M
5
CELG
Celgene Corp
CELG
+$3.81M

Sector Composition

1 Financials 23.31%
2 Consumer Discretionary 16.07%
3 Technology 11.25%
4 Healthcare 10.16%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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3,259
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77
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83
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84
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85
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86
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87
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95
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97
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3,300
98
$283K 0.03%
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99
$281K 0.03%
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100
$274K 0.03%
1,757
1 2 3
4
5