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
$1.18B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.4M
3
+$11.7M
4
TECH icon
Bio-Techne
TECH
+$9.78M
5
MCD icon
McDonald's
MCD
+$8.66M

Top Sells

1
+$28.3M
2
+$5.61M
3
+$2.14M
4
NVDA icon
NVIDIA
NVDA
+$1.6M
5
MA icon
Mastercard
MA
+$1.32M

Sector Composition

1 Consumer Discretionary 21.08%
2 Financials 19.68%
3 Technology 17.93%
4 Healthcare 14.11%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.05%
5,505
77
$517K 0.04%
4,870
78
$515K 0.04%
5,430
79
$504K 0.04%
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80
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81
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82
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2,123
83
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84
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1,246
85
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86
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94
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96
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97
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5,625
98
$356K 0.03%
20,625
99
$351K 0.03%
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100
$337K 0.03%
1,303
+28
2 3
4
5 6