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
$174M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.77M
2 +$5.93M
3 +$5.92M
4
KKR icon
KKR & Co
KKR
+$5.67M
5
BX icon
Blackstone
BX
+$5.6M

Top Sells

1 +$7.13M
2 +$7.01M
3 +$6.87M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$6.05M
5
AMAT icon
Applied Materials
AMAT
+$5.99M

Sector Composition

1 Technology 27.51%
2 Financials 16.35%
3 Consumer Discretionary 13.9%
4 Communication Services 9.77%
5 Energy 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-325,265
77
-66,065