Chris Werner

@Westmount Partners, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$329.165M

Total holdings218

Assets growth rate-1.01%

Assets growth rate (2-Q avg)-0.5%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westmount Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Westmount Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 329.165M in assets, with a quarterly growth rate of -1.01% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Chris Werner, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GISGeneral Mls Inc Recent Activity Increased 0.47%	0.11%	$329,271 5,163 shares@ $63.78 avg price	Increased 0.47%
NOWServicenow Inc Recent Activity Increased 14.82%	0.1%	$328,637 310 shares@ $1060.12 avg price	Increased 14.82%
ETNEaton Corp Plc Recent Activity Increased 3.15%	0.1%	$326,892 985 shares@ $331.88 avg price	Increased 3.15%
SCHDSchwab Strategic Tr Recent Activity Increased 200.03%	0.1%	$325,322 11,908 shares@ $27.32 avg price	Increased 200.03%
IEMGIshares Inc Recent Activity Increased 0.63%	0.1%	$317,554 6,081 shares@ $52.23 avg price	Increased 0.63%
SYKStryker Corporation Recent Activity Increased 4.38%	0.1%	$317,470 882 shares@ $359.95 avg price	Increased 4.38%
GILDGilead Sciences Inc Recent Activity Increased 7.92%	0.1%	$306,067 3,313 shares@ $92.39 avg price	Increased 7.92%
SCHFSchwab Strategic Tr Recent Activity Increased 229.15%	0.1%	$300,625 16,250 shares@ $18.5 avg price	Increased 229.15%
WMWaste Mgmt Inc Del Recent Activity Increased 0.63%	0.09%	$293,131 1,453 shares@ $201.75 avg price	Increased 0.63%
STWDStarwood Ppty Tr Inc Recent Activity Increased 0.59%	0.09%	$269,331 14,213 shares@ $18.95 avg price	Increased 0.59%