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
$1.8B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$29.8M
2 +$16.8M
3 +$7.84M
4
DNMR
Danimer Scientific, Inc.
DNMR
+$6.12M
5
DOCU icon
DocuSign
DOCU
+$1.77M

Top Sells

1 +$49.8M
2 +$2.77M
3 +$1.41M
4
CCI icon
Crown Castle
CCI
+$1.29M
5
NVDA icon
NVIDIA
NVDA
+$1.23M

Sector Composition

1 Healthcare 18.78%
2 Financials 16.75%
3 Technology 16.72%
4 Consumer Discretionary 15.68%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$216K 0.01%
10,000
202
$213K 0.01%
+617
203
$211K 0.01%
5,225
204
$201K 0.01%
+976
205
$112K 0.01%
10,738
206
-2,028
207
-9,833
208
-5,579
209
-14,159
210
-8,000