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
26
$111K 0.11%
4,497
27
$109K 0.11%
1,006
-13,445
28
$108K 0.11%
1,500
29
$99K 0.1%
1,671
30
$99K 0.1%
1,025
+144
31
$97K 0.1%
2,400
32
$96K 0.1%
+1,700
33
$92K 0.09%
1,200
34
$87K 0.09%
2,000
35
$86K 0.09%
845
36
$76K 0.08%
+2,025
37
$76K 0.08%
1,475
38
$74K 0.07%
1,200
-400
39
$73K 0.07%
1,820
40
$69K 0.07%
2,100
41
$65K 0.07%
400
42
$62K 0.06%
908
-233
43
$61K 0.06%
501
-42
44
$59K 0.06%
700
45
$58K 0.06%
1,500
46
$51K 0.05%
536
47
$49K 0.05%
451
48
$48K 0.05%
750
49
$47K 0.05%
524
-28
50
$44K 0.04%
1,000
1
2
3 4 5