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Westmount Partners Portfolio holdings
AUM
$457M
1-Year Est. Return
31.05%
This Fund
S&P 500
This Quarter
Est. Return
+6.9%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
101.37%
Top 10 Holdings %
Top 10 Hldgs %
41.22%
Holding
172
New
172
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$24.4M |
| 2 |
Illumina
ILMN
|
+$10.1M |
| 3 |
CACI
CACI
|
+$9.5M |
| 4 |
Microsoft
MSFT
|
+$7.83M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$7.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26% |
| 2 | Healthcare | 14.58% |
| 3 | Financials | 6.44% |
| 4 | Consumer Discretionary | 4.91% |
| 5 | Consumer Staples | 4.88% |
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Westmount Partners's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for Westmount Partners, which disclosed 172 positions worth $192M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Apple: 170,995 shares worth $22.2M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, followed by Healthcare and Financials.
- Westmount Partners's largest Q4 2022 buy was Apple: 170,995 shares worth $22.2M.
- Westmount Partners's ten largest holdings make up 41% of its $192M portfolio in Q4 2022.
- Westmount Partners disclosed 172 positions in Q4 2022, its first 13F filing on record.
Based on Westmount Partners's 13F filing for Q4 2022, filed 28 Jan 2025.