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
$1.36B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$36.1M
3
+$33.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$31.3M
5
BEPC icon
Brookfield Renewable
BEPC
+$2.15M

Top Sells

1
+$43.4M
2
+$37.3M
3
+$28.6M
4
PYPL icon
PayPal
PYPL
+$22.9M
5
COIN icon
Coinbase
COIN
+$16.9M

Sector Composition

1 Healthcare 15.58%
2 Consumer Discretionary 15.22%
3 Financials 15.22%
4 Technology 12.76%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$383K 0.03%
629
-3
127
$379K 0.03%
12,034
-592
128
$377K 0.03%
5,405
129
$369K 0.03%
4,486
130
$363K 0.03%
12,794
131
$358K 0.03%
1,205
-510
132
$349K 0.03%
2,469
133
$339K 0.02%
4,858
+1,200
134
$338K 0.02%
4,419
+33
135
$332K 0.02%
3,407
136
$328K 0.02%
7,085
137
$322K 0.02%
2,845
138
$319K 0.02%
5,046
139
$319K 0.02%
8,961
140
$315K 0.02%
8,981
+2,700
141
$315K 0.02%
934
142
$315K 0.02%
1,234
143
$309K 0.02%
3,649
144
$308K 0.02%
5,370
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145
$304K 0.02%
12,750
146
$296K 0.02%
3,859
147
$295K 0.02%
3,686
148
$291K 0.02%
6,350
149
$290K 0.02%
12,098
+757
150
$284K 0.02%
1,297
+89
4 5
6
7 8