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Alexandra Phillips

@Obermeyer Wood Investment Counsel, Lllp

Latest period2024 - Q3ReportedManaged Assets$1.868BTotal holdings259
Assets growth rate7.06%Assets growth rate (2-Q avg)4.93%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Obermeyer Wood Investment Counsel, Lllp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Obermeyer Wood Investment Counsel, Lllp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.868B in assets, with a quarterly growth rate of 7.06% and a 2-quarter average growth rate of 4.93%. The portfolio is managed by Alexandra Phillips, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BATRAAtlanta Braves Hldgs Inc
Recent Activity
Exited
0%
$247,980
6,000 shares@ $41.33 avg price
BPBp Plc
Recent Activity
Exited
0%
$232,240
6,433 shares@ $36.11 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$223,343
1,149 shares@ $194.39 avg price
BABoeing Co
Recent Activity
Exited
0%
$219,140
1,204 shares@ $182.01 avg price
AVTRAvantor Inc
Recent Activity
Exited
0%
$213,124
10,053 shares@ $21.21 avg price
BALLBall Corp
Recent Activity
Exited
0%
$212,351
3,538 shares@ $60.03 avg price
7580⤦Redwood Trust Inc
Recent Activity
Exited
0%
$54,678
55,000 shares@ $1.0 avg price