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) 1,224

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

Sector Weighting

Basic Materials 2.7%
Capital Goods 3.68%
Conglomerates
Consumer Cyclical 5.2%
Consumer/Non-Cyclical 0.45%
Energy 11.15%
Financial 23.13%
Healthcare 22.61%
Services 14.14%
Technology 13.48%
Transportation 0.24%
Utilities 3.18%

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 210 210 New 4,203
CHAMBERS STR PPTYS COM 130 130 New 17,172
RITE AID CORP COM 85 85 New 10,000