JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+5.17%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$5.92B
AUM Growth
+$450M
(+8.2%)
Cap. Flow
+$199M
Cap. Flow
% of AUM
3.37%
Top 10 Holdings %
Top 10 Hldgs %
18.4%
Holding
959
New
86
Increased
392
Reduced
372
Closed
71
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$81.2M |
| 2 |
Weyerhaeuser
WY
|
$16.7M |
| 3 |
Capital One
COF
|
$9.09M |
| 4 |
Gilead Sciences
GILD
|
$7.34M |
| 5 |
Core Laboratories
CLB
|
$7.33M |
Top Sells
| 1 |
Target
TGT
|
$23.3M |
| 2 |
Edwards Lifesciences
EW
|
$8.9M |
| 3 |
CS
Credit Suisse Group
CS
|
$6.18M |
| 4 |
Invesco MSCI Global Timber ETF
CUT
|
$5.91M |
| 5 |
Diageo
DEO
|
$5.51M |
Sector Composition
| 1 | Technology | 12.38% |
| 2 | Healthcare | 11.49% |
| 3 | Financials | 11.08% |
| 4 | Energy | 10.55% |
| 5 | Industrials | 9.91% |
