OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.13B
1-Year Est. Return 18.35%
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.8M
3
+$7.84M
4
DNMR
Danimer Scientific, Inc.
DNMR
+$6.12M
5
DOCU icon
DocuSign
DOCU
+$1.77M

Top Sells

1
+$49.8M
2
+$2.77M
3
+$1.41M
4
CCI icon
Crown Castle
CCI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Healthcare 18.78%
2 Financials 16.75%
3 Technology 16.72%
4 Consumer Discretionary 15.68%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$508K 0.03%
20,000
127
$494K 0.03%
1,677
128
$494K 0.03%
2,575
129
$489K 0.03%
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130
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131
$466K 0.03%
11,121
+4,137
132
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133
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134
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135
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4,189
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136
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137
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138
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139
$388K 0.02%
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140
$385K 0.02%
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141
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142
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143
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144
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8,000
145
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146
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147
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4,486
-1,816
148
$369K 0.02%
3,407
149
$365K 0.02%
2,100
150
$364K 0.02%
4,440
4 5
6
7 8