OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.01B
This Quarter Return
+11.73%
1 Year Return
+17.83%
3 Year Return
+74.59%
5 Year Return
+127.88%
10 Year Return
+343.04%
AUM
$1.8B
AUM Growth
+$1.8B
(+10%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
34.19%
Holding
216
New
14
Increased
67
Reduced
57
Closed
5
Top Buys
| 1 |
InMode
INMD
|
$29.8M |
| 2 |
Protagonist Therapeutics
PTGX
|
$16.8M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.84M |
| 4 |
DNMR
Danimer Scientific, Inc.
DNMR
|
$6.12M |
| 5 |
DocuSign
DOCU
|
$1.77M |
Top Sells
| 1 |
Robert Half
RHI
|
$49.8M |
| 2 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$2.77M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.41M |
| 4 |
Crown Castle
CCI
|
$1.29M |
| 5 |
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% |
