WP

Westmount Partners Portfolio holdings

AUM $387M
1-Year Est. Return 25.68%
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.98M
3
+$1.44M
4
LLY icon
Eli Lilly
LLY
+$1.08M
5
AMZN icon
Amazon
AMZN
+$853K

Top Sells

1
+$2.86M
2
+$302K
3
+$233K
4
CRWD icon
CrowdStrike
CRWD
+$231K
5
MU icon
Micron Technology
MU
+$228K

Sector Composition

1 Technology 30.9%
2 Healthcare 9.21%
3 Financials 6.61%
4 Consumer Discretionary 5.06%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 0.86%
4,995
+374
27
$2.51M 0.76%
60,240
28
$2.31M 0.69%
14,244
-23
29
$2.25M 0.68%
10,169
-6
30
$2.21M 0.66%
3,111
+25
31
$2.18M 0.66%
22,657
+931
32
$2.17M 0.65%
43,237
+330
33
$2.14M 0.65%
12,830
+3,745
34
$2.11M 0.63%
9,994
-417
35
$2.08M 0.63%
24,899
-326
36
$2.07M 0.62%
2,337
+1,222
37
$1.95M 0.59%
7,085
-123
38
$1.86M 0.56%
3,791
-3
39
$1.85M 0.56%
28,543
-1,540
40
$1.81M 0.54%
15,434
+472
41
$1.79M 0.54%
31,647
-263
42
$1.63M 0.49%
75,519
+146
43
$1.6M 0.48%
20,266
-331
44
$1.46M 0.44%
8,595
+37
45
$1.43M 0.43%
11,741
-6
46
$1.42M 0.43%
14,831
+5
47
$1.39M 0.42%
20,000
48
$1.38M 0.42%
4,286
+657
49
$1.33M 0.4%
10,596
-567
50
$1.32M 0.4%
24,974
+728
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2
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