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OWP
Obermeyer Wealth Partners Portfolio holdings
AUM
$2.17B
1-Year Est. Return
19.33%
This Fund
S&P 500
This Quarter
Est. Return
+1.54%
1 Year Est. Return
+19.33%
3 Year Est. Return
+73.38%
5 Year Est. Return
+87.34%
10 Year Est. Return
+412.16%
AUM
$361M
AUM Growth
–
Cap. Flow
+$534M
Cap. Flow
% of AUM
148.1%
Top 10 Holdings %
Top 10 Hldgs %
46.11%
Holding
364
New
364
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$182M |
| 2 |
UnitedHealth
UNH
|
+$23.6M |
| 3 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$23.1M |
| 4 |
SPDR Gold Trust
GLD
|
+$22M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
+$21.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 20.76% |
| 2 | Financials | 12.2% |
| 3 | Communication Services | 9.45% |
| 4 | Materials | 8.7% |
| 5 | Energy | 8.11% |
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Obermeyer Wealth Partners's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Obermeyer Wealth Partners, which disclosed 364 positions worth $361M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 1,100 shares worth $1.85M.
By sector, the portfolio is most concentrated in Healthcare at 21% of assets, followed by Financials and Communication Services.
- Obermeyer Wealth Partners's largest Q2 2013 buy was Berkshire Hathaway Class A: 1,100 shares worth $1.85M.
- Obermeyer Wealth Partners's ten largest holdings make up 46% of its $361M portfolio in Q2 2013.
- Obermeyer Wealth Partners disclosed 364 positions in Q2 2013, its first 13F filing on record.
Based on Obermeyer Wealth Partners's 13F filing for Q2 2013, filed 17 Jul 2013.