CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+5.65%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+4.2%)
Cap. Flow
+$3.57M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
66.57%
Holding
222
New
31
Increased
27
Reduced
38
Closed
31
Top Buys
| 1 |
Citigroup
C
|
$3.93M |
| 2 |
Goldman Sachs
GS
|
$2.84M |
| 3 |
iShares Biotechnology ETF
IBB
|
$2.66M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.86M |
| 5 |
Bank of America
BAC
|
$1.52M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.01M |
| 2 |
FRC
First Republic Bank
FRC
|
$3.43M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
$1.39M |
| 4 |
AT&T
T
|
$731K |
| 5 |
JPMorgan Chase
JPM
|
$241K |
Sector Composition
| 1 | Communication Services | 26.85% |
| 2 | Financials | 25.98% |
| 3 | Consumer Discretionary | 10.1% |
| 4 | Industrials | 4.49% |
| 5 | Consumer Staples | 4.06% |
