JEW

Jamison Eaton & Wood Portfolio holdings

AUM $351M
1-Year Est. Return 9.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$658K
2
+$333K
3
+$265K
4
CMI icon
Cummins
CMI
+$208K
5
HAL icon
Halliburton
HAL
+$190K

Top Sells

1
+$506K
2
+$462K
3
+$436K
4
DHR icon
Danaher
DHR
+$361K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$353K

Sector Composition

1 Healthcare 17.96%
2 Technology 13.82%
3 Energy 12.79%
4 Industrials 10.26%
5 Consumer Staples 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
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