OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.13B
1-Year Est. Return 18.35%
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23M
3
+$1.66M
4
AMRI
Albany Molecular Research Inc
AMRI
+$1.23M
5
CCI icon
Crown Castle
CCI
+$1.2M

Top Sells

1
+$9.32M
2
+$3.15M
3
+$2.37M
4
BAC icon
Bank of America
BAC
+$2.28M
5
UNH icon
UnitedHealth
UNH
+$2.27M

Sector Composition

1 Healthcare 28.29%
2 Financials 19.98%
3 Consumer Discretionary 14.16%
4 Technology 8.86%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,234
127
– –
-2,000
128
– –
-7,412
129
– –
-5,800
130
– –
-5,453
131
– –
-1,391
2 3 4 5
6