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
$361M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$24.4M
3 +$20.2M
4
GLD icon
SPDR Gold Trust
GLD
+$19.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.76%
2 Financials 12.2%
3 Communication Services 9.45%
4 Materials 8.7%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19K 0.01%
+881
202
$19K 0.01%
+553
203
$19K 0.01%
+350
204
$19K 0.01%
+540
205
$19K 0.01%
+665
206
$18K 0.01%
+279
207
$18K 0.01%
+690
208
$18K 0.01%
+1,152
209
$18K 0.01%
+504
210
$18K 0.01%
+250
211
$18K 0.01%
+2,857
212
$17K ﹤0.01%
+210
213
$17K ﹤0.01%
+695
214
$17K ﹤0.01%
+310
215
$17K ﹤0.01%
+600
216
$17K ﹤0.01%
+153
217
$17K ﹤0.01%
+250
218
$16K ﹤0.01%
+339
219
$16K ﹤0.01%
+1,007
220
$16K ﹤0.01%
+1,004
221
$16K ﹤0.01%
+465
222
$15K ﹤0.01%
+726
223
$15K ﹤0.01%
+326
224
$15K ﹤0.01%
+499
225
$15K ﹤0.01%
+375