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
$1.8B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.8M
3
+$7.84M
4
DNMR
Danimer Scientific, Inc.
DNMR
+$6.12M
5
DOCU icon
DocuSign
DOCU
+$1.77M

Top Sells

1
+$49.8M
2
+$2.77M
3
+$1.41M
4
CCI icon
Crown Castle
CCI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Healthcare 18.78%
2 Financials 16.75%
3 Technology 16.72%
4 Consumer Discretionary 15.68%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$736K 0.04%
3,392
-139
102
$725K 0.04%
+8,151
103
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104
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105
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106
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+300
107
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14,891
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108
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109
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110
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111
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112
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113
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114
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116
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117
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120
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121
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122
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124
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125
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3 4
5
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