JPWM
Jamison Private Wealth Management Portfolio holdings
AUM
$697M
1-Year Return
18.61%
This Quarter Return
-3.08%
1 Year Return
+18.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$484M
AUM Growth
–
Cap. Flow
+$484M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
395
New
395
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$27M |
| 2 |
Microsoft
MSFT
|
$20.4M |
| 3 |
Apple
AAPL
|
$20.1M |
| 4 |
Vulcan Materials
VMC
|
$16.5M |
| 5 |
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% |
