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
351
$3.33K ﹤0.01%
+18
352
$3.18K ﹤0.01%
+418
353
$3.07K ﹤0.01%
+73
354
$3K ﹤0.01%
+92
355
$2.84K ﹤0.01%
+38
356
$2.58K ﹤0.01%
+1,096
357
$2.46K ﹤0.01%
+31
358
$2.39K ﹤0.01%
+17
359
$2.38K ﹤0.01%
+56
360
$2.38K ﹤0.01%
+285
361
$2.33K ﹤0.01%
+33
362
$2.14K ﹤0.01%
+5
363
$2.06K ﹤0.01%
+32
364
$1.69K ﹤0.01%
+23
365
$1.65K ﹤0.01%
+71
366
$1.65K ﹤0.01%
+1,655
367
$1.64K ﹤0.01%
+200
368
$1.5K ﹤0.01%
+300
369
$1.5K ﹤0.01%
+22
370
$1.48K ﹤0.01%
+50
371
$1.44K ﹤0.01%
+32
372
$1.41K ﹤0.01%
+280
373
$1.37K ﹤0.01%
+75
374
$1.2K ﹤0.01%
+50
375
$1.19K ﹤0.01%
+21
12 13 14
15
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