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
376
$1.16K ﹤0.01%
+17
377
$899 ﹤0.01%
+188
378
$897 ﹤0.01%
+81
379
$644 ﹤0.01%
+6
380
$593 ﹤0.01%
+14
381
$589 ﹤0.01%
+1,000
382
$564 ﹤0.01%
+44
383
$467 ﹤0.01%
+26
384
$429 ﹤0.01%
+50
385
$316 ﹤0.01%
+201
386
$237 ﹤0.01%
+109
387
$235 ﹤0.01%
+107
388
$226 ﹤0.01%
+3
389
$165 ﹤0.01%
+10
390
$148 ﹤0.01%
+20
391
$116 ﹤0.01%
+11
392
$107 ﹤0.01%
+16
393
$94 ﹤0.01%
+39
394
$39 ﹤0.01%
+6
395
$11 ﹤0.01%
+1
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