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
$602M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1M
3
+$561K
4
GEV icon
GE Vernova
GEV
+$461K
5
ASML icon
ASML
ASML
+$370K

Top Sells

1
+$1.43M
2
+$603K
3
+$462K
4
GE icon
GE Aerospace
GE
+$452K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$438K

Sector Composition

1 Technology 24.99%
2 Financials 14.21%
3 Industrials 12.36%
4 Healthcare 12.25%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78.3K 0.01%
258
-5
227
$77.7K 0.01%
796
228
$76.6K 0.01%
1,957
-10
229
$76.5K 0.01%
815
230
$76.3K 0.01%
173
231
$74.5K 0.01%
1,270
+10
232
$74.3K 0.01%
1,697
-72
233
$72.7K 0.01%
+232
234
$72.5K 0.01%
323
-287
235
$69.9K 0.01%
1,439
+1
236
$68.2K 0.01%
264
+31
237
$65.8K 0.01%
1,050
238
$62.6K 0.01%
116
+1
239
$59.7K 0.01%
765
240
$56.2K 0.01%
579
-7
241
$55.8K 0.01%
131
242
$55K 0.01%
1,183
+75
243
$54.6K 0.01%
335
+2
244
$54.1K 0.01%
411
-20
245
$53.6K 0.01%
2,752
+7
246
$51K 0.01%
567
247
$48.9K 0.01%
914
+468
248
$48.8K 0.01%
276
249
$44.4K 0.01%
374
-5
250
$44.3K 0.01%
+565
8 9
10
11 12