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
101
$633K 0.19%
5,570
+172
102
$629K 0.19%
28,595
+79
103
$625K 0.19%
5,000
104
$577K 0.17%
5,059
-235
105
$549K 0.17%
23,422
+4,922
106
$543K 0.16%
6,158
107
$543K 0.16%
50,000
108
$539K 0.16%
13,462
109
$536K 0.16%
10,365
-100
110
$533K 0.16%
6,308
+112
111
$527K 0.16%
3,466
-220
112
$524K 0.16%
20,108
+12
113
$523K 0.16%
3,416
+6
114
$521K 0.16%
8,274
115
$520K 0.16%
1,052
116
$509K 0.15%
6,908
+51
117
$494K 0.15%
8,876
118
$486K 0.15%
1,841
-22
119
$478K 0.14%
16,534
-728
120
$478K 0.14%
4,072
-48
121
$472K 0.14%
10,500
-1,310
122
$469K 0.14%
20,856
123
$468K 0.14%
18,192
+928
124
$468K 0.14%
798
+6
125
$463K 0.14%
1,878
-17
3 4
5
6 7