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
76
$967K 0.05%
5,323
-300
77
$966K 0.05%
4,913
-62
78
$949K 0.05%
10,204
79
$948K 0.05%
4,097
+44
80
$935K 0.05%
16,477
81
$922K 0.05%
3,392
82
$910K 0.05%
4,705
83
$896K 0.05%
13,470
+150
84
$870K 0.05%
4,500
+31
85
$868K 0.05%
10,082
-2,134
86
$845K 0.05%
11,130
+79
87
$837K 0.04%
5,322
88
$835K 0.04%
3,421
89
$810K 0.04%
15,721
+775
90
$798K 0.04%
47,686
+9,248
91
$791K 0.04%
8,151
92
$789K 0.04%
2,241
-2,421
93
$787K 0.04%
1,898
+53
94
$778K 0.04%
7,326
95
$749K 0.04%
3,330
96
$730K 0.04%
3,283
97
$727K 0.04%
28,899
98
$724K 0.04%
11,609
-2,043
99
$717K 0.04%
10,807
+663
100
$709K 0.04%
5,150
+910
2 3
4
5 6