JPMIA
J.P. Marvel Investment Advisors Portfolio holdings
AUM
$621M
This Quarter Return
+5.62%
1 Year Return
+21%
3 Year Return
+119.08%
5 Year Return
+235.08%
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(+4%)
Cap. Flow
+$1.73M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
34.62%
Holding
90
New
6
Increased
18
Reduced
23
Closed
3
Top Buys
| 1 |
EOG Resources
EOG
|
$6.09M |
| 2 |
Alcoa
AA
|
$2.2M |
| 3 |
AbbVie
ABBV
|
$2.04M |
| 4 |
Gilead Sciences
GILD
|
$1.29M |
| 5 |
Procter & Gamble
PG
|
$929K |
Top Sells
| 1 |
APA Corp
APA
|
$4.02M |
| 2 |
QEP
QEP RESOURCES, INC.
QEP
|
$3M |
| 3 |
ABB
ABB Ltd.
ABB
|
$1.92M |
| 4 |
The Mosaic Company
MOS
|
$1.09M |
| 5 |
Helmerich & Payne
HP
|
$1.01M |
Sector Composition
| 1 | Healthcare | 33.45% |
| 2 | Financials | 11.66% |
| 3 | Technology | 10.25% |
| 4 | Industrials | 9.49% |
| 5 | Energy | 8.61% |
