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
$302M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.01M
3
+$1.8M
4
PE
PARSLEY ENERGY INC
PE
+$890K
5
ACM icon
Aecom
ACM
+$777K

Top Sells

1
+$2.12M
2
+$1.94M
3
+$1.49M
4
JPM icon
JPMorgan Chase
JPM
+$825K
5
LEA icon
Lear
LEA
+$772K

Sector Composition

1 Healthcare 21.58%
2 Technology 14.08%
3 Financials 13.66%
4 Communication Services 10.74%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 1.58%
56,910
+166
27
$4.67M 1.54%
124,240
-6,594
28
$4.53M 1.5%
37,590
-200
29
$4.51M 1.49%
75,600
-4,700
30
$4.39M 1.45%
30,925
+2,595
31
$4.35M 1.44%
55,920
+7,588
32
$4.22M 1.4%
22,672
-320
33
$4.14M 1.37%
69,260
-3,190
34
$4.13M 1.37%
174,965
-7,797
35
$3.97M 1.31%
56,171
-2,579
36
$3.87M 1.28%
43,083
-2,739
37
$3.75M 1.24%
88,380
-5,642
38
$3.37M 1.12%
93,543
+3,934
39
$3.17M 1.05%
29,160
-983
40
$3.11M 1.03%
+153,260
41
$3.01M 1%
+231,100
42
$2.91M 0.96%
88,400
-3,920
43
$2.85M 0.94%
37,641
-2,714
44
$2.83M 0.94%
27,366
-540
45
$2.78M 0.92%
85,575
+27,384
46
$2.73M 0.9%
212,800
-10,300
47
$2.63M 0.87%
32,085
-880
48
$2.55M 0.84%
57,493
+4,950
49
$2.5M 0.83%
41,155
+31
50
$1.8M 0.59%
+34,798
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