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
51
$42K 0.04%
234
52
$40K 0.04%
+487
53
$39K 0.04%
+301
54
$37K 0.04%
400
-5,314
55
$37K 0.04%
1,000
56
$35K 0.04%
454
57
$33K 0.03%
607
+528
58
$33K 0.03%
+334
59
$32K 0.03%
1,000
60
$32K 0.03%
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61
$31K 0.03%
710
62
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+1,000
63
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291
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64
$27K 0.03%
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65
$26K 0.03%
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66
$25K 0.03%
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$25K 0.03%
187
68
$23K 0.02%
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$23K 0.02%
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$22K 0.02%
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71
$22K 0.02%
600
72
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532
73
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428
-50
74
$21K 0.02%
832
75
$21K 0.02%
261