JPMIA

J.P. Marvel Investment Advisors Portfolio holdings

AUM $621M
1-Year Est. Return 21%
This Quarter Est. Return
1 Year Est. Return
+21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.76M
3
+$577K
4
CLH icon
Clean Harbors
CLH
+$309K
5
CG icon
Carlyle Group
CG
+$282K

Top Sells

1
+$3.79M
2
+$559K
3
+$433K
4
LEA icon
Lear
LEA
+$237K
5
JPM icon
JPMorgan Chase
JPM
+$200K

Sector Composition

1 Healthcare 33.97%
2 Financials 11.46%
3 Technology 10.89%
4 Consumer Discretionary 9.35%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.36M 1.47%
62,452
-1,113
27
$4.3M 1.45%
109,511
-520
28
$4.28M 1.44%
142,382
-2,000
29
$4.17M 1.4%
94,589
-1,330
30
$3.95M 1.33%
71,262
-2,560
31
$3.92M 1.32%
40,560
-130
32
$3.86M 1.3%
71,857
+5,750
33
$3.83M 1.29%
59,543
34
$3.76M 1.27%
142,580
-4,700
35
$3.65M 1.23%
46,656
-1,430
36
$3.22M 1.08%
33,136
-290
37
$3.2M 1.08%
55,550
38
$3.11M 1.05%
19,997
39
$2.76M 0.93%
33,135
40
$2.64M 0.89%
87,280
-980
41
$2.62M 0.88%
53,313
+2,000
42
$2.5M 0.84%
82,308
-200
43
$2.46M 0.83%
50,670
44
$2.3M 0.77%
85,650
+8,380
45
$2.25M 0.76%
+46,020
46
$2.23M 0.75%
41,092
47
$2.22M 0.75%
98,150
+1,650
48
$1.98M 0.67%
65,680
-250
49
$1.9M 0.64%
35,915
-670
50
$1.75M 0.59%
14,940
+1,300
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