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
151
$356K 0.11%
13,278
152
$354K 0.11%
2,681
+40
153
$350K 0.11%
3,376
154
$350K 0.11%
989
-6
155
$347K 0.1%
2,589
+101
156
$347K 0.1%
6,043
157
$336K 0.1%
11,907
+3
158
$333K 0.1%
9,061
+3
159
$324K 0.1%
1,868
+358
160
$320K 0.1%
6,004
-403
161
$317K 0.1%
955
+11
162
$305K 0.09%
845
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163
$305K 0.09%
+1,649
164
$300K 0.09%
1,444
-9
165
$292K 0.09%
1,000
166
$288K 0.09%
1,036
-13
167
$288K 0.09%
14,131
+81
168
$287K 0.09%
2,757
169
$285K 0.09%
1,040
+33
170
$285K 0.09%
1,050
171
$284K 0.09%
4,561
172
$282K 0.08%
1,549
173
$279K 0.08%
3,885
174
$276K 0.08%
1,684
175
$275K 0.08%
1,000
-5