OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.17B
1-Year Est. Return 19.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$37M
2 +$36M
3 +$35.8M
4
IDTI
Integrated Device Technology I
IDTI
+$33.8M
5
TGT icon
Target
TGT
+$32.9M

Top Sells

1 +$102M
2 +$33.1M
3 +$20.8M
4
LOW icon
Lowe's Companies
LOW
+$17.6M
5
CELG
Celgene Corp
CELG
+$15.5M

Sector Composition

1 Financials 25.95%
2 Consumer Discretionary 15.17%
3 Industrials 12.1%
4 Healthcare 10.29%
5 Technology 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,453
127
-159,242