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
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$31.5M
2 +$6.11M
3 +$655K
4
WBT
Welbilt, Inc.
WBT
+$617K
5
JEF icon
Jefferies Financial Group
JEF
+$593K

Top Sells

1 +$29.1M
2 +$11.9M
3 +$10.6M
4
TV icon
Televisa
TV
+$7.92M
5
GILD icon
Gilead Sciences
GILD
+$3.27M

Sector Composition

1 Financials 28.23%
2 Healthcare 14.15%
3 Consumer Discretionary 13.62%
4 Industrials 12.73%
5 Communication Services 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,500