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%
+1,009
61
$31K 0.03%
710
62
$30K 0.03%
+1,000
63
$27K 0.03%
291
-390
64
$27K 0.03%
1,000
-1,000
65
$26K 0.03%
395
66
$25K 0.03%
750
-631
67
$25K 0.03%
187
68
$23K 0.02%
595
69
$23K 0.02%
8,000
70
$22K 0.02%
155
-14,620
71
$22K 0.02%
600
72
$22K 0.02%
532
73
$22K 0.02%
428
-50
74
$21K 0.02%
832
75
$21K 0.02%
261
1 2
3
4 5