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) 1,222

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

Sector Weighting

Basic Materials 2.68%
Capital Goods 3.66%
Conglomerates
Consumer Cyclical 5.22%
Consumer/Non-Cyclical 0.45%
Energy 11.16%
Financial 23.11%
Healthcare 22.58%
Services 14.16%
Technology 13.49%
Transportation 0.24%
Utilities 3.2%

43 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VERIZON COMMUNICATIONS INC COM 209 209 New 4,203
CHAMBERS STR PPTYS COM 131 131 New 17,172
RITE AID CORP COM 86 86 New 10,000


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