WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$471K
3
+$385K
4
BX icon
Blackstone
BX
+$363K
5
MSFT icon
Microsoft
MSFT
+$299K

Top Sells

1
+$10.3M
2
+$431K
3
+$309K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$294K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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-1,513
228
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-15,500
229
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-93,022
230
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-27
231
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-2,560
232
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-2,834
233
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-3,853
234
– –
-1,994
235
– –
-13,002
6 7 8 9
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