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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
+4.05%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$329M
AUM Growth
-$3.37M
Cap. Flow
-$9.69M
Cap. Flow %
-2.94%
Top 10 Hldgs %
41.6%
Holding
235
New
5
Increased
89
Reduced
68
Closed
17

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$471K
3
META icon
Meta Platforms (Facebook)
META
+$385K
4
BX icon
Blackstone
BX
+$363K
5
MSFT icon
Microsoft
MSFT
+$299K

Top Sells

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$10.3M
2
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$431K
3
AMZN icon
Amazon
AMZN
+$309K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$294K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXF icon
176
Vanguard Extended Market ETF
VXF
$30.5B
$280K 0.09%
1,476
-73
-5% -$14.1K
TSLX icon
177
Sixth Street Specialty
TSLX
$1.66B
$278K 0.08%
13,030
– –
AMD icon
178
Advanced Micro Devices
AMD
$808B
$275K 0.08%
2,280
-231
-9% -$33.2K
QDF icon
179
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$274K 0.08%
3,885
– –
STWD icon
180
Starwood Property Trust
STWD
$6.3B
$269K 0.08%
14,213
+82
+0.6% +$1.63K
MFC icon
181
Manulife Financial
MFC
$72.1B
$269K 0.08%
8,749
+141
+2% +$4.37K
KMPR icon
182
Kemper
KMPR
$1.65B
$268K 0.08%
4,035
– –
VZ icon
183
Verizon
VZ
$182B
$261K 0.08%
6,520
-3,980
-38% -$168K
GS icon
184
Goldman Sachs
GS
$314B
$260K 0.08%
455
-6
-1% -$3.35K
IJK icon
185
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$252K 0.08%
2,776
– –
TXN icon
186
Texas Instruments
TXN
$258B
$250K 0.08%
1,334
+79
+6% +$15.8K
XLE icon
187
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$250K 0.08%
5,838
-30
-0.5% -$1.36K
ED icon
188
Consolidated Edison
ED
$41.4B
$246K 0.07%
2,757
– –
MAT icon
189
Mattel
MAT
$4.16B
$242K 0.07%
13,637
– –
DHR icon
190
Danaher
DHR
$144B
$238K 0.07%
1,036
– –
FENI icon
191
Fidelity Enhanced International ETF
FENI
$10.3B
$237K 0.07%
8,604
+50
+0.6% +$1.43K
ALNY icon
192
Alnylam Pharmaceuticals
ALNY
$35.7B
$235K 0.07%
1,000
– –
NYT icon
193
New York Times
NYT
$12.3B
$230K 0.07%
4,414
– –
BOH icon
194
Bank of Hawaii
BOH
$3.4B
$228K 0.07%
3,200
– –
CWB icon
195
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.78B
$227K 0.07%
2,917
+13
+0.4% +$1.02K
TME icon
196
Tencent Music
TME
$14.9B
$227K 0.07%
20,000
– –
MS icon
197
Morgan Stanley
MS
$339B
$220K 0.07%
+1,749
New +$215K
GEV icon
198
GE Vernova
GEV
$284B
$219K 0.07%
666
-392
-37% -$123K
MMM icon
199
3M
MMM
$83.4B
$216K 0.07%
1,671
+22
+1% +$2.89K
ICE icon
200
Intercontinental Exchange
ICE
$79B
$214K 0.07%
1,438
-16
-1% -$2.53K
6 7
8
9 10

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TCMP
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BRF
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EIA
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OCM
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LC
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Westmount Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Westmount Partners held 235 positions worth $329M, down 1% from $333M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Westmount Partners's Q4 2024 filing shows 5 new, 89 increased, 68 reduced and 17 closed positions. Its largest new stake was Reddit: 2,390 shares worth $391K. The largest sale was iShares 0-1 Year Treasury Bond ETF, an estimated $10.3M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • Westmount Partners's largest Q4 2024 buy was Reddit: 2,390 shares worth $391K.
  • Westmount Partners added most to Berkshire Hathaway Class B in Q4 2024, an estimated $1.29M increase.
  • Westmount Partners's biggest Q4 2024 reduction was State Street DoubleLine Total Return Tactical ETF, cutting an estimated $431K.
  • Westmount Partners fully exited iShares 0-1 Year Treasury Bond ETF in Q4 2024, selling an estimated $10.3M.
  • Westmount Partners's ten largest holdings make up 42% of its $329M portfolio in Q4 2024.
  • Westmount Partners opened 5 new positions and closed 17 in Q4 2024.
  • Westmount Partners's portfolio value fell 1% quarter-over-quarter to $329M.

Based on Westmount Partners's 13F filing for Q4 2024, filed 13 Jan 2025.