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
76
$21K 0.02%
294
77
$20K 0.02%
136
78
$19K 0.02%
611
79
$19K 0.02%
200
-20
80
$18K 0.02%
377
81
$18K 0.02%
400
82
$18K 0.02%
500
83
$17K 0.02%
300
84
$17K 0.02%
400
85
$16K 0.02%
1,126
86
$16K 0.02%
500
87
$16K 0.02%
+500
88
$15K 0.02%
400
89
$13K 0.01%
450
-139,830
90
$12K 0.01%
254
-650
91
$12K 0.01%
232
92
$11K 0.01%
150
93
$9K 0.01%
166
-2,400
94
$9K 0.01%
700
95
$9K 0.01%
100
96
$8K 0.01%
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97
$7K 0.01%
123
98
$7K 0.01%
120
-529
99
$7K 0.01%
103
100
$7K 0.01%
200
2 3
4
5 6