OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.01B
1-Year Est. Return 17.83%
This Quarter Est. Return
1 Year Est. Return
+17.83%
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
176
$298K 0.02%
7,098
-40
177
$294K 0.02%
1,732
+32
178
$292K 0.02%
2,750
-1,030
179
$290K 0.02%
+1,000
180
$287K 0.02%
3,649
181
$282K 0.02%
1,124
182
$280K 0.02%
1,585
183
$278K 0.01%
+1,930
184
$278K 0.01%
4,945
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185
$271K 0.01%
+1,611
186
$269K 0.01%
3,085
187
$268K 0.01%
3,000
188
$267K 0.01%
2,249
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189
$263K 0.01%
+4,982
190
$262K 0.01%
1,469
191
$256K 0.01%
3,259
+6
192
$254K 0.01%
1,216
193
$254K 0.01%
617
194
$254K 0.01%
5,135
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195
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196
$247K 0.01%
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197
$246K 0.01%
3,637
198
$244K 0.01%
1,000
199
$240K 0.01%
2,225
200
$240K 0.01%
+870
6 7
8
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