JAM
Jolley Asset Management Portfolio holdings
AUM
$130M
This Quarter Return
+3.2%
1 Year Return
-10.62%
3 Year Return
+3.46%
5 Year Return
+17.65%
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.73%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
HSP
HOSPIRA INC
HSP
|
$4.3M |
| 2 |
MetLife
MET
|
$4.03M |
| 3 |
GE Aerospace
GE
|
$4.02M |
| 4 |
Waste Management
WM
|
$3.97M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$3.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 18.27% |
| 2 | Healthcare | 16.6% |
| 3 | Energy | 15.78% |
| 4 | Technology | 11.87% |
| 5 | Consumer Staples | 11.25% |
