OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
+12.23%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$1.34B
AUM Growth
+$1.34B
(+13%)
Cap. Flow
+$40.6M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
38.81%
Holding
155
New
12
Increased
62
Reduced
43
Closed
8
Top Buys
| 1 |
Bright Horizons
BFAM
|
$25.5M |
| 2 |
Southwest Airlines
LUV
|
$23.7M |
| 3 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$20.3M |
| 4 |
Avantor
AVTR
|
$17.2M |
| 5 |
JD.com
JD
|
$13M |
Top Sells
| 1 |
T Rowe Price
TROW
|
$38.6M |
| 2 |
Nike
NKE
|
$24.3M |
| 3 |
eBay
EBAY
|
$22.4M |
| 4 |
NVIDIA
NVDA
|
$18.5M |
| 5 |
Mastercard
MA
|
$1.35M |
Sector Composition
| 1 | Consumer Discretionary | 21.32% |
| 2 | Technology | 18.34% |
| 3 | Financials | 16.43% |
| 4 | Healthcare | 14.48% |
| 5 | Industrials | 8.93% |
