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
$1.05B
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$1.22M
3 +$622K
4
SRCL
Stericycle Inc
SRCL
+$603K
5
PBA icon
Pembina Pipeline
PBA
+$454K

Top Sells

1 +$13.4M
2 +$6.42M
3 +$5.41M
4
AGN
Allergan plc
AGN
+$3.91M
5
UNH icon
UnitedHealth
UNH
+$3.9M

Sector Composition

1 Healthcare 26.31%
2 Financials 21.67%
3 Technology 11.81%
4 Industrials 8.79%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$218K 0.02%
1,858
127
$204K 0.02%
+1,180
128
$202K 0.02%
+11,091
129
$172K 0.02%
22,000
130
$55K 0.01%
10,964
131
$18K ﹤0.01%
65
132
-1,234
133
-1,873
134
-11,184
135
-94,951
136
-5,724