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
$1.15B
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$29M
2 +$1.32M
3 +$851K
4
JPM icon
JPMorgan Chase
JPM
+$842K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$799K

Top Sells

1 +$13M
2 +$8.11M
3 +$5.83M
4
BAC icon
Bank of America
BAC
+$4.65M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M

Sector Composition

1 Financials 26.35%
2 Healthcare 20.9%
3 Industrials 11.74%
4 Communication Services 11.47%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,575
127
-66
128
-3,450
129
-1,858
130
-6,406
131
-373,802
132
-20,285