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
51
$1.31M 0.39%
3,494
52
$1.28M 0.38%
54,631
53
$1.27M 0.38%
8,920
+23
54
$1.26M 0.38%
3,292
+1
55
$1.26M 0.38%
6,407
+21
56
$1.23M 0.37%
2,377
+15
57
$1.2M 0.36%
7,083
+307
58
$1.2M 0.36%
4,588
-7
59
$1.15M 0.35%
3,674
-5
60
$1.13M 0.34%
7,697
+13
61
$1.1M 0.33%
9,429
-205
62
$1.08M 0.32%
13,536
+132
63
$1.07M 0.32%
25,904
+127
64
$1.06M 0.32%
14,811
-50
65
$1.04M 0.31%
7,942
-25
66
$1.04M 0.31%
535
67
$1.03M 0.31%
4,556
-5
68
$1.02M 0.31%
5,188
+16
69
$1.01M 0.3%
2,581
+4
70
$975K 0.29%
36,105
71
$974K 0.29%
19,074
-426
72
$973K 0.29%
3,194
+20
73
$958K 0.29%
6,183
+25
74
$954K 0.29%
4,617
+169
75
$945K 0.28%
4,769
+75
1 2
3
4 5