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
$1.87B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$13.8M
3
+$2.68M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.89M
5
MCD icon
McDonald's
MCD
+$1.72M

Top Sells

1
+$36.9M
2
+$33.2M
3
+$31.1M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$9.33M
5
NVDA icon
NVIDIA
NVDA
+$3.24M

Sector Composition

1 Technology 19.34%
2 Healthcare 19.16%
3 Financials 17.54%
4 Consumer Discretionary 13.27%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$355K 0.02%
+7,031
152
$345K 0.02%
5,689
+887
153
$344K 0.02%
12,750
154
$342K 0.02%
+3,686
155
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156
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157
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6,350
158
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159
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160
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4,540
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161
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162
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163
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164
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165
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166
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167
$323K 0.02%
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168
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170
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171
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172
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173
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+14,345
174
$306K 0.02%
6,339
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175
$298K 0.02%
2,745
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7
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