Portfolio (Quarterly)
Guide ↗
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
· CIK 0002006637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 27,838 | $2.6M | 0.31% | SOLD |
| 2 | PYPL | PAYPAL HLDGS INC | Financial Services | 12,802 | $747K | 0.09% | SOLD |
| 3 | — | COMERICA INC | — | 6,202 | $539K | 0.07% | SOLD |
| 4 | — | BLOCK INC | — | 6,519 | $424K | 0.05% | SOLD |
| 5 | — | SYNOVUS FINL CORP | — | 4,594 | $230K | 0.03% | SOLD |
| 6 | HMC | HONDA MOTOR LTD | Consumer Cyclical | 7,665 | $226K | 0.03% | SOLD |
| 7 | SNOW | SNOWFLAKE INC | Technology | 958 | $210K | 0.03% | SOLD |
| 8 | KHC | KRAFT HEINZ CO | Consumer Defensive | 8,615 | $209K | 0.03% | SOLD |
| 9 | RACE | FERRARI N V | Consumer Cyclical | 545 | $201K | 0.02% | SOLD |
Sector Allocation
Technology
23.8%
Financial Services
14.8%
Industrials
14.4%
Healthcare
12.3%
Consumer Cyclical
8.4%
Consumer Defensive
6.4%
Basic Materials
5.0%
Communication Services
4.3%
Utilities
4.2%
Energy
4.2%