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
$1.01B
AUM Growth
-$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$26.1M
3 +$23.6M
4
CCI icon
Crown Castle
CCI
+$1.61M
5
AMRI
Albany Molecular Research Inc
AMRI
+$536K

Top Sells

1 +$150M
2 +$40.2M
3 +$16.2M
4
CELG
Celgene Corp
CELG
+$12.4M
5
ADI icon
Analog Devices
ADI
+$9.7M

Sector Composition

1 Healthcare 30.29%
2 Financials 17.85%
3 Technology 10.58%
4 Consumer Discretionary 9.39%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$158K 0.02%
5,724
127
$65K 0.01%
10,964
128
$25K ﹤0.01%
65
129
-882,320
130
-3,125
131
-4,392
132
-10,000
133
-11,671