JWM

Jessup Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.11M
2 +$5.08M
3 +$4.69M
4
PAAS icon
Pan American Silver
PAAS
+$4.59M
5
ALB icon
Albemarle
ALB
+$4.58M

Top Sells

1 +$6.46M
2 +$4.85M
3 +$4.81M
4
DHI icon
D.R. Horton
DHI
+$4.79M
5
GS icon
Goldman Sachs
GS
+$4.6M

Sector Composition

1 Technology 25.99%
2 Consumer Discretionary 18.53%
3 Healthcare 9.88%
4 Financials 9.58%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-53,563
77
-22,192