OBERMEYER WOOD INVESTMENT COUNSEL, LLLP Information

501 RIO GRANDE PLACE #107, ASPEN, Colorado, 81611, (970) 925-8747

Report Date: 03/31/2015

Position Statistics

Total Positions 148
New Positions 8
Increased Positions 43
Decreased Positions 65
Positions with Activity 108
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,223

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.67%
Capital Goods 3.64%
Conglomerates
Consumer Cyclical 5.15%
Consumer/Non-Cyclical 0.45%
Energy 11.06%
Financial 23.2%
Healthcare 22.72%
Services 14.19%
Technology 13.48%
Transportation 0.24%
Utilities 3.17%

65 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MLS INC COM -234 Sold Out 0
ISHARES MSCI ACWI ETF -3,158 Sold Out 0
PHILIP MORRIS INTL INC COM -248 Sold Out 0
SPDR SERIES TRUST S&P REGL BKG -25,935 Sold Out 0
XCEL ENERGY INC COM -256 Sold Out 0


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