CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
1-Year Return
15.01%
This Quarter Return
+1.04%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
-$29.2M
(-23%)
Cap. Flow
-$28.1M
Cap. Flow
% of AUM
-28.08%
Top 10 Holdings %
Top 10 Hldgs %
79.73%
Holding
236
New
13
Increased
13
Reduced
27
Closed
84
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$4.03M |
| 2 |
Under Armour
UAA
|
$1.5M |
| 3 |
AT&T
T
|
$478K |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$310K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$259K |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$7.31M |
| 2 |
Apple
AAPL
|
$4.51M |
| 3 |
Palo Alto Networks
PANW
|
$4.04M |
| 4 |
Comcast
CMCSA
|
$3.73M |
| 5 |
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% |
