OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
+6.31%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$1.11B
AUM Growth
+$1.11B
(+4.5%)
Cap. Flow
-$8.42M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
40.2%
Holding
120
New
7
Increased
22
Reduced
50
Closed
4
Top Buys
| 1 |
Hilton Worldwide
HLT
|
$21.2M |
| 2 |
Adobe
ADBE
|
$9.39M |
| 3 |
Salesforce
CRM
|
$8.67M |
| 4 |
Amazon
AMZN
|
$8.48M |
| 5 |
Meta Platforms (Facebook)
META
|
$7.47M |
Top Sells
| 1 |
CBRE Group
CBRE
|
$18.6M |
| 2 |
UnitedHealth
UNH
|
$12.8M |
| 3 |
CELG
Celgene Corp
CELG
|
$3.52M |
| 4 |
Teradyne
TER
|
$3.43M |
| 5 |
Mastercard
MA
|
$2.86M |
Sector Composition
| 1 | Financials | 23.87% |
| 2 | Consumer Discretionary | 19.06% |
| 3 | Technology | 12.58% |
| 4 | Healthcare | 8.16% |
| 5 | Communication Services | 7.59% |
