CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+5.68%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+13%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
7.57%
Top 10 Holdings %
Top 10 Hldgs %
63.05%
Holding
207
New
33
Increased
21
Reduced
30
Closed
31
Top Buys
| 1 |
Alibaba
BABA
|
$5.51M |
| 2 |
iShares Biotechnology ETF
IBB
|
$3.8M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$3.07M |
| 4 |
CSX Corp
CSX
|
$2.34M |
| 5 |
Tesla
TSLA
|
$2.23M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$5.62M |
| 2 |
NVIDIA
NVDA
|
$3.21M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$681K |
| 4 |
IBM
IBM
|
$269K |
| 5 |
US Bancorp
USB
|
$262K |
Sector Composition
| 1 | Communication Services | 29.62% |
| 2 | Financials | 19.71% |
| 3 | Consumer Discretionary | 12.86% |
| 4 | Industrials | 5.31% |
| 5 | Technology | 3.97% |
