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
251
$28.9K 0.01%
+273
252
$28.9K 0.01%
+1,073
253
$28.6K 0.01%
+350
254
$28.5K 0.01%
+927
255
$27.9K 0.01%
+410
256
$27.3K 0.01%
+138
257
$26.7K 0.01%
+298
258
$26.4K 0.01%
+248
259
$25.7K 0.01%
+143
260
$25.1K 0.01%
+100
261
$24.8K 0.01%
+1,762
262
$23.7K ﹤0.01%
+1,258
263
$23.1K ﹤0.01%
+89
264
$22.6K ﹤0.01%
+2,159
265
$22.4K ﹤0.01%
+629
266
$22.1K ﹤0.01%
+480
267
$22K ﹤0.01%
+425
268
$21.9K ﹤0.01%
+374
269
$21.3K ﹤0.01%
+2,257
270
$20.8K ﹤0.01%
+377
271
$19.6K ﹤0.01%
+205
272
$19.1K ﹤0.01%
+252
273
$19.1K ﹤0.01%
+208
274
$18.4K ﹤0.01%
+56
275
$18K ﹤0.01%
+649