OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
-0.01%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$1.17B
AUM Growth
+$1.17B
(-4.1%)
Cap. Flow
-$5.57M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
45.93%
Holding
143
New
4
Increased
44
Reduced
43
Closed
15
Top Buys
| 1 |
MetLife
MET
|
$52.4M |
| 2 |
Halliburton
HAL
|
$39.7M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$18.5M |
| 4 |
CLR
CONTINENTAL RESOURCES INC.
CLR
|
$18.3M |
| 5 |
Intel
INTC
|
$18.2M |
Top Sells
| 1 |
PCYC
PHARMACYCLICS INC
PCYC
|
$36.3M |
| 2 |
Oracle
ORCL
|
$27.9M |
| 3 |
SPDR Gold Trust
GLD
|
$20.3M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
$19.5M |
| 5 |
Phillips 66
PSX
|
$14.3M |
Sector Composition
| 1 | Healthcare | 25.42% |
| 2 | Financials | 20.36% |
| 3 | Energy | 15.77% |
| 4 | Consumer Discretionary | 8.66% |
| 5 | Technology | 7.71% |
