OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
-12.47%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$936M
AUM Growth
+$936M
(-17%)
Cap. Flow
-$37.3M
Cap. Flow
% of AUM
-3.99%
Top 10 Holdings %
Top 10 Hldgs %
41.97%
Holding
145
New
12
Increased
35
Reduced
48
Closed
26
Top Buys
| 1 |
Stryker
SYK
|
$13M |
| 2 |
Avantor
AVTR
|
$9.2M |
| 3 |
Salesforce
CRM
|
$8.78M |
| 4 |
Bright Horizons
BFAM
|
$8.47M |
| 5 |
Southwest Airlines
LUV
|
$8.14M |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
$28.5M |
| 2 |
Target
TGT
|
$27.9M |
| 3 |
Hilton Worldwide
HLT
|
$23.3M |
| 4 |
AT&T
T
|
$10.1M |
| 5 |
Constellation Brands
STZ
|
$3.22M |
Sector Composition
| 1 | Financials | 21.84% |
| 2 | Consumer Discretionary | 18.94% |
| 3 | Technology | 15.7% |
| 4 | Healthcare | 13.97% |
| 5 | Industrials | 9.29% |
