CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
1-Year Return
15.01%
This Quarter Return
+3.65%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$16.6M
(+16%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
12.29%
Top 10 Holdings %
Top 10 Hldgs %
59.51%
Holding
205
New
57
Increased
24
Reduced
21
Closed
8
Top Buys
| 1 |
CELG
Celgene Corp
CELG
|
$3.45M |
| 2 |
McKesson
MCK
|
$3.25M |
| 3 |
NXP Semiconductors
NXPI
|
$3.14M |
| 4 |
Illumina
ILMN
|
$3.05M |
| 5 |
Visa
V
|
$2.33M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$2.54M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.3M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.66M |
| 4 |
Corpay
CPAY
|
$1.62M |
| 5 |
Chevron
CVX
|
$1.17M |
Sector Composition
| 1 | Communication Services | 29.2% |
| 2 | Financials | 15.43% |
| 3 | Healthcare | 14.93% |
| 4 | Technology | 9.06% |
| 5 | Industrials | 6.69% |
