Portfolio (Quarterly)
Guide ↗
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
· CIK 0002006637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UPS | UNITED PARCEL SVCS INC | Industrials | 199,911 | $19.7M | 2.39% | SOLD |
| 2 | NFLX | NETFLIX INC. | Communication Services | 45,819 | $4.4M | 0.54% | SOLD |
| 3 | GIS | GENERAL MILLS INC | Consumer Defensive | 13,088 | $487K | 0.06% | SOLD |
| 4 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 7,801 | $278K | 0.03% | SOLD |
| 5 | DEO | DIAGEO PLC | Consumer Defensive | 3,602 | $268K | 0.03% | SOLD |
| 6 | DD | DUPONT DE NEMOURS INC | Basic Materials | 5,045 | $231K | 0.03% | SOLD |
Sector Allocation
Technology
31.4%
Financial Services
14.1%
Industrials
12.0%
Healthcare
11.8%
Consumer Cyclical
7.9%
Consumer Defensive
5.6%
Basic Materials
4.6%
Communication Services
3.8%
Utilities
3.7%
Energy
3.2%