JA
| |
Jolley Asset Management, LLC13F | |
| Jolley Asset Management, LLC | |
| Last update 2020-04-15 | 73 Stocks (11 new) |
| Value $128.00 Mil | Turnover 20 % |
Jolley Asset Management, LLC Top Holdings of 2020-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SONY | Sony Group Corp | 400,160 | 4,736.0 | -5.23% | 3.700 | -0.17% | 0.010 | +1.49% | +19.71% | 151,664.1 | Hardware | |
INTC | Intel Corp | 85,112 | 4,606.0 | -2.41% | 3.600 | -0.07% | 0.000 | +14.08% | +17.16% | 102,463.4 | Semiconductors | |
MRK | Merck & Co Inc | 55,335 | 4,257.0 | -2.31% | 3.330 | -0.07% | 0.000 | +7.72% | -14.00% | 210,876.4 | Drug Manufacturers | |
BRK.B | Berkshire Hathaway Inc | 22,985 | 4,202.0 | +5.83% | 3.290 | +0.18% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
PFE | Pfizer Inc | 125,898 | 4,109.0 | -0.28% | 3.210 | -0.01% | 0.000 | +15.43% | -0.98% | 144,180.9 | Drug Manufacturers | |
CVS | CVS Health Corp | 68,038 | 4,037.0 | +0.59% | 3.160 | +0.02% | 0.010 | -4.64% | +42.51% | 78,241.5 | Healthcare Plans | |
D | Dominion Energy Inc | 55,467 | 4,004.0 | +0.43% | 3.130 | +0.01% | 0.010 | +10.62% | +10.84% | 49,709.2 | Utilities - Regulated | |
VZ | Verizon Communications Inc | 72,458 | 3,893.0 | -0.87% | 3.050 | -0.02% | 0.000 | +1.95% | +12.56% | 180,624.4 | Telecommunication Services | |
NVS | Novartis AG | 46,955 | 3,871.0 | -1.56% | 3.030 | -0.04% | 0.000 | +7.12% | +25.74% | 225,659.2 | Drug Manufacturers | |
GOOGL | Alphabet Inc | 66,580 | 3,868.0 | New Holding | 3.030 | +3.03% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media |
Jolley Asset Management, LLC's Historical Top Holdings Breakdowns
Jolley Asset Management, LLC Total Holding History ($B)
Jolley Asset Management, LLC's Asset Allocation
Jolley Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Jolley Asset Management, LLC's Hypothetical Growth since 2020-03-31
Jolley Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jolley Asset Management, LLC's Holdings Heat Map
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Jolley Asset Management, LLC's Holdings Bubble Chart
Jolley Asset Management, LLC News
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