JPWM

Jamison Private Wealth Management Portfolio holdings

AUM $773M
1-Year Est. Return 21.7%
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$20.4M
3
+$20.1M
4
VMC icon
Vulcan Materials
VMC
+$16.5M
5
LLY icon
Eli Lilly
LLY
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.27%
2 Industrials 14.38%
3 Healthcare 13.41%
4 Financials 13.3%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50.7K 0.01%
+583
227
$50.4K 0.01%
+510
228
$48.1K 0.01%
+2,733
229
$48K 0.01%
+210
230
$47.2K 0.01%
+115
231
$43K 0.01%
+770
232
$41.4K 0.01%
+765
233
$40.4K 0.01%
+569
234
$40.3K 0.01%
+264
235
$40.1K 0.01%
+435
236
$39.9K 0.01%
+1,624
237
$39.4K 0.01%
+1,298
238
$38.6K 0.01%
+374
239
$38.5K 0.01%
+1,050
240
$37K 0.01%
+131
241
$36.7K 0.01%
+2,028
242
$36.2K 0.01%
+6,135
243
$35.9K 0.01%
+2,114
244
$35.5K 0.01%
+316
245
$35.4K 0.01%
+320
246
$35K 0.01%
+2,902
247
$34.6K 0.01%
+329
248
$32.6K 0.01%
+290
249
$30.8K 0.01%
+530
250
$30.4K 0.01%
+396
8 9
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