CWM

Catamount Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.5M
3
+$478K
4
DD
Du Pont De Nemours E I
DD
+$310K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$259K

Top Sells

1
+$7.31M
2
+$4.51M
3
+$4.04M
4
CMCSA icon
Comcast
CMCSA
+$3.73M
5
MCK icon
McKesson
MCK
+$3.39M

Sector Composition

1 Communication Services 37.61%
2 Financials 23.36%
3 Consumer Discretionary 14.93%
4 Consumer Staples 2.28%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,000
227
– –
-24,090
228
– –
-320
229
– –
-230
230
– –
-100
231
– –
-584
232
$0 ﹤0.01%
500
-1,500
233
$0 ﹤0.01%
1
234
– –
-176
235
$0 ﹤0.01%
25
236
– –
0
6 7 8 9
10