OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
+25.41%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$1.18B
AUM Growth
+$1.18B
(+26%)
Cap. Flow
+$35.9M
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
41.07%
Holding
140
New
21
Increased
50
Reduced
35
Closed
3
Top Buys
| 1 |
DocuSign
DOCU
|
$12.8M |
| 2 |
Dolby
DLB
|
$12.4M |
| 3 |
Frontdoor
FTDR
|
$11.7M |
| 4 |
Bio-Techne
TECH
|
$9.78M |
| 5 |
McDonald's
MCD
|
$8.66M |
Top Sells
| 1 |
Eaton
ETN
|
$28.3M |
| 2 |
Bank of America
BAC
|
$5.61M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.14M |
| 4 |
NVIDIA
NVDA
|
$1.6M |
| 5 |
Mastercard
MA
|
$1.32M |
Sector Composition
| 1 | Consumer Discretionary | 21.08% |
| 2 | Financials | 19.68% |
| 3 | Technology | 17.93% |
| 4 | Healthcare | 14.11% |
| 5 | Industrials | 7.71% |
