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
$146M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$3.82M
3 +$2.46M
4
RTN
Raytheon Company
RTN
+$2.3M
5
FRC
First Republic Bank
FRC
+$2.19M

Top Sells

1 +$1.82M
2 +$1.7M
3 +$1.58M
4
T icon
AT&T
T
+$1.29M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Communication Services 31.51%
2 Financials 21.05%
3 Consumer Discretionary 7.61%
4 Healthcare 4.61%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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0
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0
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0
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-46,805
181
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182
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$0 ﹤0.01%
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1
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$0 ﹤0.01%
15