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 7
Increased Positions 43
Decreased Positions 66
Positions with Activity 109
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,166

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

Sector Weighting

Basic Materials 2.31%
Capital Goods 3.34%
Conglomerates
Consumer Cyclical 4.81%
Consumer/Non-Cyclical 0.46%
Energy 9.58%
Financial 24.58%
Healthcare 23.81%
Services 14.81%
Technology 12.92%
Transportation 0.21%
Utilities 3.07%

43 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK AMER CORP COM 44,845 13,321 42.26 2,508,083
GENERAL MTRS CO COM 39,771 20,599 107.44 1,262,179
CBRE GROUP INC CL A 35,674 3,568 11.11 939,535
EATON CORP PLC SHS 30,024 16,625 124.08 495,614
ALBANY MOLECULAR RESH INC COM 29,551 23,188 364.41 1,397,873
ORACLE CORP COM 28,813 156 .55 721,400
CABOT OIL & GAS CORP COM 24,655 10,902 79.27 942,472
BERKSHIRE HATHAWAY INC DEL CL B NEW 23,505 3 .01 164,669
STARWOOD HOTELS&RESORTS WRLDWD COM 22,306 2,613 13.27 280,725
INTEL CORP COM 21,629 21,629 New 747,100
SPDR GOLD TRUST GOLD SHS 19,535 194 1.00 186,172
CARNIVAL CORP PAIRED CTF 17,674 182 1.04 331,665
POTASH CORP SASK INC COM 17,449 352 2.06 641,980
ABBVIE INC COM 17,236 16,524 2,321.01 246,192
PIONEER NAT RES CO COM 16,479 12,220 286.94 129,990
CISCO SYS INC COM 14,447 170 1.19 508,348
NORDSTROM INC COM 14,195 49 .35 186,012
BCE INC COM NEW 11,284 156 1.40 274,283
GOOGLE INC CL C 10,989 2,056 23.01 17,566
QUALCOMM INC COM 10,497 285 2.79 163,017