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
$1.1B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$57.1M
2 +$41.9M
3 +$41.4M
4
NXPI icon
NXP Semiconductors
NXPI
+$32.5M
5
MPLX icon
MPLX
MPLX
+$10.1M

Top Sells

1 +$21.6M
2 +$15.1M
3 +$12.8M
4
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
+$10.2M
5
ETN icon
Eaton
ETN
+$9.79M

Sector Composition

1 Healthcare 30.27%
2 Financials 22.77%
3 Consumer Discretionary 13.82%
4 Technology 8.89%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,650
127
-155,388
128
-11,169
129
-17,172
130
-238,198