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
$393M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$874K
3
+$740K
4
ENPH icon
Enphase Energy
ENPH
+$585K
5
XOM icon
Exxon Mobil
XOM
+$437K

Top Sells

1
+$936K
2
+$208K
3
+$88.9K
4
AAPL icon
Apple
AAPL
+$83.5K
5
MS icon
Morgan Stanley
MS
+$71.9K

Sector Composition

1 Healthcare 35.91%
2 Technology 22.36%
3 Financials 12.49%
4 Consumer Discretionary 5.97%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.97M 1.52%
45,902
-70
27
$5.51M 1.4%
46,575
+57
28
$5.48M 1.4%
26,752
29
$5.23M 1.33%
41,418
-233
30
$4.95M 1.26%
60,425
31
$4.61M 1.17%
57,086
-12
32
$3.99M 1.02%
51,302
33
$3.81M 0.97%
67,934
34
$3.7M 0.94%
42,423
+5,000
35
$3.49M 0.89%
40,570
-22
36
$3.02M 0.77%
64,853
-5
37
$2.94M 0.75%
114,267
-320
38
$2.73M 0.69%
56,442
+15,305
39
$2.72M 0.69%
24,722
40
$2.47M 0.63%
220,210
-20
41
$2.4M 0.61%
22,022
42
$2.4M 0.61%
20,185
-160
43
$2.28M 0.58%
77,761
-31,900
44
$2.16M 0.55%
213,647
-35
45
$2.09M 0.53%
58,780
-187
46
$2.04M 0.52%
12,419
47
$1.84M 0.47%
21,880
48
$1.82M 0.46%
7,889
49
$1.8M 0.46%
6,225
50
$1.76M 0.45%
8,000
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