OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
+11.42%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$1.51B
AUM Growth
+$1.51B
(+13%)
Cap. Flow
+$46.1M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
167
New
21
Increased
36
Reduced
68
Closed
5
Top Buys
| 1 |
PayPal
PYPL
|
$42M |
| 2 |
Global Payments
GPN
|
$34.9M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$5.12M |
| 4 |
First Western Financial
MYFW
|
$715K |
| 5 |
Apple
AAPL
|
$711K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$11.9M |
| 2 |
Mastercard
MA
|
$10.6M |
| 3 |
Ball Corp
BALL
|
$7.55M |
| 4 |
Dolby
DLB
|
$2.42M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.97M |
Sector Composition
| 1 | Consumer Discretionary | 19.95% |
| 2 | Financials | 18.37% |
| 3 | Technology | 15.34% |
| 4 | Healthcare | 14.55% |
| 5 | Industrials | 12.43% |
