OWP

Obermeyer Wealth Partners Portfolio holdings

AUM $2.13B
1-Year Est. Return 18.35%
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
-$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$36.1M
3
+$33.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$31.3M
5
BEPC icon
Brookfield Renewable
BEPC
+$2.15M

Top Sells

1
+$43.4M
2
+$37.3M
3
+$28.6M
4
PYPL icon
PayPal
PYPL
+$22.9M
5
COIN icon
Coinbase
COIN
+$16.9M

Sector Composition

1 Healthcare 15.58%
2 Consumer Discretionary 15.22%
3 Financials 15.22%
4 Technology 12.76%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71K 0.01%
10,738
202
$57K ﹤0.01%
131,714
+20,000
203
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204
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-7,098
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209
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210
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212
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213
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216
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6 7 8
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