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
$1.63B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Sells

1 +$34.5M
2 +$28.6M
3 +$6.79M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$6.06M
5
MA icon
Mastercard
MA
+$5.35M

Sector Composition

1 Consumer Discretionary 17.13%
2 Financials 16.8%
3 Healthcare 15.79%
4 Technology 14.55%
5 Industrials 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,510
202
-478
203
-5,500
204
-6,070