WP
Westmount Partners Portfolio holdings
AUM
$364M
This Quarter Return
+6.9%
1 Year Return
+22.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$192M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.22%
Holding
172
New
172
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$22.2M |
| 2 |
CACI
CACI
|
$9.8M |
| 3 |
Illumina
ILMN
|
$9.63M |
| 4 |
Microsoft
MSFT
|
$7.82M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$7.04M |
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% |
