OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
+1.55%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$361M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.11%
Holding
364
New
364
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
UnitedHealth
UNH
|
$24.8M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$24.4M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$20.2M |
| 4 |
SPDR Gold Trust
GLD
|
$19.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 20.76% |
| 2 | Financials | 12.2% |
| 3 | Communication Services | 9.45% |
| 4 | Materials | 8.7% |
| 5 | Energy | 8.11% |
