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Catamount Wealth Management13F | |
| Catamount Wealth Management | |
| Last update 2019-05-03 | 187 Stocks (19 new) |
| Value $176.00 Mil | Turnover 15 % |
Catamount Wealth Management Top Holdings of 2019-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
META | Meta Platforms Inc | 169,663 | 28,281.0 | +1.68% | 16.110 | +0.27% | 0.010 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
SPY | S&P 500 ETF TRUST ETF | 75,978 | 21,462.0 | -2.03% | 12.230 | -0.29% | 0.010 | +16.39% | +8.89% | 654,583.2 | ||
V | Visa Inc | 86,911 | 13,575.0 | +4.39% | 7.730 | +0.33% | 0.000 | +5.61% | +12.38% | 691,480.5 | Credit Services | |
AMZN | Amazon.com Inc | 105,380 | 9,383.0 | +30.91% | 5.340 | +1.26% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 46,685 | 9,379.0 | +6.25% | 5.340 | +0.31% | 0.000 | -9.60% | +6.03% | 1,036,369.2 | Insurance | |
JPM | JPMorgan Chase & Co | 79,871 | 8,085.0 | +2.41% | 4.610 | +0.11% | 0.000 | +21.80% | +25.72% | 815,415.9 | Banks | |
QQQ | PowerShares QQQ Trust Ser 1 | 44,826 | 8,053.0 | -0.43% | 4.590 | -0.02% | 0.010 | +21.03% | +10.81% | 360,250.4 | ||
BAC | Bank of America Corp | 247,872 | 6,839.0 | +2.63% | 3.900 | +0.10% | 0.000 | +22.98% | +11.45% | 359,860.9 | Banks | |
PANW | Palo Alto Networks Inc | 135,960 | 5,504.0 | New Holding | 3.140 | +3.14% | 0.020 | +14.27% | +10.55% | 134,133.5 | Software | |
LULU | Lululemon Athletica Inc | 33,575 | 5,502.0 | +11.94% | 3.130 | +0.33% | 0.030 | -19.20% | -42.81% | 26,210.1 | Retail - Cyclical |
Catamount Wealth Management's Historical Top Holdings Breakdowns
Catamount Wealth Management Total Holding History ($B)
Catamount Wealth Management's Asset Allocation
Catamount Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Catamount Wealth Management's Hypothetical Growth since 2019-03-31
Catamount Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Catamount Wealth Management's Holdings Heat Map
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Catamount Wealth Management's Holdings Bubble Chart
Catamount Wealth Management News
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