JEW

Jamison Eaton & Wood Portfolio holdings

AUM $351M
1-Year Est. Return 9.55%
This Quarter Est. Return
1 Year Est. Return
+9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$833K
3 +$296K
4
CVX icon
Chevron
CVX
+$267K
5
KO icon
Coca-Cola
KO
+$223K

Top Sells

1 +$1.83M
2 +$1.01M
3 +$687K
4
BK icon
Bank of New York Mellon
BK
+$662K
5
DHR icon
Danaher
DHR
+$542K

Sector Composition

1 Healthcare 17.66%
2 Technology 13.7%
3 Energy 12.62%
4 Industrials 10.25%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
+375
252
$0 ﹤0.01%
+2,000
253
$0 ﹤0.01%
10,000