OBERMEYER ASSET MANAGEMENT CO Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 67
New Positions 6
Increased Positions 25
Decreased Positions 24
Positions with Activity 49
Sold Out Positions 5
Total Mkt Value (in $ millions) 402

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

Sector Weighting

Basic Materials 8.75%
Capital Goods 7.53%
Conglomerates
Consumer Cyclical 3.36%
Consumer/Non-Cyclical 0.79%
Energy 4.11%
Financial 41.24%
Healthcare 6.44%
Services 14.37%
Technology 12.9%
Transportation 0.08%
Utilities 0.31%

67 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MILLER ENERGY RES INC COM 66 New 12,910
NOVAGOLD RES INC COM NEW 35 New 10,000
BAXTER INTL INC COM -12,435 Sold Out 0
EXELON CORP COM -10,047 Sold Out 0
JAMES RIVER COAL CO COM NEW -4 Sold Out 0
ORASURE TECHNOLOGIES INC COM -161 Sold Out 0
ROYAL DUTCH SHELL PLC SPONS ADR A -9,362 Sold Out 0


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