JWM

Jessup Wealth Management Portfolio holdings

AUM $302M
1-Year Est. Return 27.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.75%
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 +$7.73M
2 +$5.9M
3 +$5.74M
4
TRGP icon
Targa Resources
TRGP
+$5.72M
5
KKR icon
KKR & Co
KKR
+$5.59M

Top Sells

1 +$7.39M
2 +$7.13M
3 +$6.87M
4
AMAT icon
Applied Materials
AMAT
+$6.2M
5
TREX icon
Trex
TREX
+$6.1M

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
-2,063
77
-64,972