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
1
$38.4M 11.54%
164,653
+78
2
$15.4M 4.63%
35,763
+3,357
3
$14.8M 4.45%
29,303
4
$13.9M 4.19%
26,415
+50
5
$10.3M 3.09%
93,022
-25,818
6
$9.85M 2.96%
81,123
+22,174
7
$8.3M 2.5%
48,129
+3,459
8
$8.22M 2.47%
14,327
-191
9
$7.4M 2.22%
39,707
+4,577
10
$6.71M 2.02%
14,576
+40
11
$6.63M 1.99%
11,492
+55
12
$6.21M 1.87%
47,609
13
$5.4M 1.63%
45,150
+2,030
14
$5.34M 1.61%
92,133
-1,645
15
$4.44M 1.33%
54,944
+45
16
$4.3M 1.29%
19,453
-304
17
$4.12M 1.24%
24,833
+11,938
18
$3.94M 1.19%
8,075
-320
19
$3.47M 1.04%
20,368
+546
20
$3.47M 1.04%
25,991
21
$3.31M 1%
8,168
-127
22
$3.3M 0.99%
19,057
+94
23
$3.24M 0.97%
3,657
-341
24
$3.13M 0.94%
41,656
-2,066
25
$3.1M 0.93%
10,950
+1
1
2 3 4 5