JPWM

Jamison Private Wealth Management Portfolio holdings

AUM $803M
1-Year Est. Return 25.79%
This Quarter Est. Return
1 Year Est. Return
+25.79%
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
276
$17.8K ﹤0.01%
+108
277
$17.6K ﹤0.01%
+325
278
$17.6K ﹤0.01%
+319
279
$16.6K ﹤0.01%
+379
280
$16.5K ﹤0.01%
+3,644
281
$15.6K ﹤0.01%
+422
282
$14.7K ﹤0.01%
+1,000
283
$14.1K ﹤0.01%
+304
284
$13.6K ﹤0.01%
+150
285
$13.3K ﹤0.01%
+100
286
$13.2K ﹤0.01%
+98
287
$12.3K ﹤0.01%
+130
288
$12.1K ﹤0.01%
+1,259
289
$12K ﹤0.01%
+205
290
$11.6K ﹤0.01%
+108
291
$11.4K ﹤0.01%
+104
292
$10.8K ﹤0.01%
+41
293
$9.91K ﹤0.01%
+1,077
294
$9.88K ﹤0.01%
+178
295
$9.46K ﹤0.01%
+169
296
$9.37K ﹤0.01%
+53
297
$9.37K ﹤0.01%
+120
298
$9.26K ﹤0.01%
+521
299
$9.21K ﹤0.01%
+133
300
$9.21K ﹤0.01%
+110
10 11
12
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