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
$936M
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.2M
3
+$8.78M
4
BFAM icon
Bright Horizons
BFAM
+$8.46M
5
LUV icon
Southwest Airlines
LUV
+$8.14M

Top Sells

1
+$28.5M
2
+$27.9M
3
+$23.3M
4
T icon
AT&T
T
+$10.1M
5
STZ icon
Constellation Brands
STZ
+$3.22M

Sector Composition

1 Financials 21.84%
2 Consumer Discretionary 18.94%
3 Technology 15.7%
4 Healthcare 13.97%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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