CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+8.64%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(+4.6%)
Cap. Flow
-$4.73M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
65.1%
Holding
215
New
39
Increased
31
Reduced
32
Closed
27
Top Buys
| 1 |
Unilever
UL
|
$3.02M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$2.27M |
| 3 |
Alibaba
BABA
|
$894K |
| 4 |
Bank of America
BAC
|
$596K |
| 5 |
Visa
V
|
$236K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$6.19M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.44M |
| 3 |
Amazon
AMZN
|
$601K |
| 4 |
Under Armour
UAA
|
$522K |
| 5 |
Lam Research
LRCX
|
$489K |
Sector Composition
| 1 | Communication Services | 27.59% |
| 2 | Financials | 20.44% |
| 3 | Consumer Discretionary | 12.75% |
| 4 | Industrials | 5.74% |
| 5 | Technology | 3.73% |
