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
$287M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.5M
3
+$12.3M
4
LEA icon
Lear
LEA
+$11.5M
5
JPM icon
JPMorgan Chase
JPM
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 34.53%
2 Financials 11.03%
3 Consumer Discretionary 10.62%
4 Communication Services 9.67%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 1.64%
+48,090
27
$4.7M 1.63%
+59,163
28
$4.59M 1.6%
+106,941
29
$4.42M 1.54%
+39,140
30
$3.94M 1.37%
+139,722
31
$3.71M 1.29%
+61,388
32
$3.63M 1.26%
+45,656
33
$3.47M 1.21%
+86,199
34
$3.39M 1.18%
+54,240
35
$3.29M 1.15%
+128,300
36
$3.03M 1.05%
+50,670
37
$2.95M 1.03%
+70,777
38
$2.79M 0.97%
+81,118
39
$2.58M 0.9%
+33,135
40
$2.56M 0.89%
+86,250
41
$2.51M 0.87%
+19,066
42
$2.45M 0.85%
+32,166
43
$2.39M 0.83%
+53,313
44
$2.35M 0.82%
+90,456
45
$2.11M 0.74%
+64,690
46
$2.07M 0.72%
+41,092
47
$1.92M 0.67%
+98,410
48
$1.6M 0.56%
+15,830
49
$1.54M 0.54%
+91,595
50
$1.53M 0.53%
+28,120
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