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
301
$9.08K ﹤0.01%
+257
302
$8.84K ﹤0.01%
+132
303
$8.56K ﹤0.01%
+23
304
$8.4K ﹤0.01%
+38
305
$8.27K ﹤0.01%
+122
306
$7.97K ﹤0.01%
+195
307
$7.79K ﹤0.01%
+20
308
$7.77K ﹤0.01%
+73
309
$7.74K ﹤0.01%
+36
310
$7.62K ﹤0.01%
+50
311
$7.42K ﹤0.01%
+48
312
$7.42K ﹤0.01%
+95
313
$7.13K ﹤0.01%
+35
314
$6.79K ﹤0.01%
+526
315
$6.4K ﹤0.01%
+13
316
$5.95K ﹤0.01%
+39
317
$5.83K ﹤0.01%
+230
318
$5.77K ﹤0.01%
+227
319
$5.64K ﹤0.01%
+65
320
$5.47K ﹤0.01%
+86
321
$5.41K ﹤0.01%
+14
322
$5.22K ﹤0.01%
+37
323
$5.18K ﹤0.01%
+244
324
$5.16K ﹤0.01%
+68
325
$4.93K ﹤0.01%
+32
11 12
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