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
$346M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$12.2M
3 +$11.4M
4
IBM icon
IBM
IBM
+$10.1M
5
PG icon
Procter & Gamble
PG
+$9.3M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.32%
2 Technology 13.91%
3 Energy 12.26%
4 Consumer Staples 10.22%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$225K 0.06%
+10,850
102
$222K 0.06%
+5,891
103
$209K 0.06%
+2,463
104
$0 ﹤0.01%
+10,000