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
176
$270K 0.08%
+1,058
177
$268K 0.08%
13,030
178
$267K 0.08%
568
179
$261K 0.08%
1,465
180
$260K 0.08%
13,637
181
$259K 0.08%
1,255
+79
182
$259K 0.08%
8,554
+46
183
$258K 0.08%
2,934
+19
184
$257K 0.08%
3,070
+5
185
$255K 0.08%
2,776
186
$254K 0.08%
268
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187
$254K 0.08%
8,608
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188
$253K 0.08%
2,126
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189
$253K 0.08%
3,100
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190
$252K 0.08%
11,145
+1,782
191
$247K 0.07%
4,035
192
$247K 0.07%
+3,853
193
$246K 0.07%
4,414
194
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+1,213
195
$241K 0.07%
270
-5
196
$241K 0.07%
20,000
197
$240K 0.07%
1,363
198
$238K 0.07%
1,995
199
$236K 0.07%
+2,425
200
$234K 0.07%
1,454
-19