OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.17B
1-Year Est. Return 19.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$20.2M
3
+$17.5M
4
UNH icon
UnitedHealth
UNH
+$14.3M
5
AMZN icon
Amazon
AMZN
+$10.1M

Top Sells

1
+$54M
2
+$21.7M
3
+$18.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.6M
5
MRK icon
Merck
MRK
+$12M

Sector Composition

1 Technology 23.24%
2 Financials 17.07%
3 Communication Services 7.75%
4 Consumer Discretionary 7.23%
5 Healthcare 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$420K 0.02%
+17,187
177
$417K 0.02%
4,326
178
$416K 0.02%
+2,404
179
$414K 0.02%
6,363
180
$410K 0.02%
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181
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182
$404K 0.02%
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183
$404K 0.02%
571
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184
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+3,036
185
$398K 0.02%
1,885
186
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5,000
187
$387K 0.02%
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188
$379K 0.02%
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189
$375K 0.02%
4,491
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190
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191
$374K 0.02%
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192
$372K 0.02%
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193
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194
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195
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196
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2,510
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198
$352K 0.02%
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199
$346K 0.02%
5,083
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200
$346K 0.02%
2,550
6 7
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