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
201
$98.5K 0.02%
+981
202
$93.8K 0.02%
+365
203
$93.6K 0.02%
+1,266
204
$91.8K 0.02%
+156
205
$91.1K 0.02%
+1,801
206
$87K 0.02%
+1,963
207
$85.8K 0.02%
+1,322
208
$82.2K 0.02%
+2,024
209
$81.8K 0.02%
+3,948
210
$79.9K 0.02%
+372
211
$77.1K 0.02%
+251
212
$69.9K 0.01%
+895
213
$69.4K 0.01%
+5,585
214
$65.6K 0.01%
+2,346
215
$65.3K 0.01%
+4,299
216
$64.3K 0.01%
+162
217
$64.2K 0.01%
+1,237
218
$63.9K 0.01%
+171
219
$61.9K 0.01%
+179
220
$61.8K 0.01%
+559
221
$58.8K 0.01%
+1,665
222
$55.6K 0.01%
+276
223
$54.1K 0.01%
+1,334
224
$53.5K 0.01%
+1,436
225
$51.2K 0.01%
+223
7 8
9
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