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
51
$1.68M 0.57%
21,643
52
$1.49M 0.5%
87,255
-700
53
$1.48M 0.5%
28,120
54
$1.11M 0.37%
13,094
-70
55
$1.09M 0.37%
39,945
-80
56
$1.09M 0.37%
40,699
-1,361
57
$1.07M 0.36%
16,660
+9,000
58
$949K 0.32%
33,697
+10,000
59
$808K 0.27%
30,480
-84
60
$755K 0.25%
20,310
-1,660
61
$722K 0.24%
34,520
+13,210
62
$651K 0.22%
4,240
63
$628K 0.21%
13,466
-1,429
64
$624K 0.21%
8,000
65
$622K 0.21%
7,000
66
$614K 0.21%
17,000
67
$599K 0.2%
21,100
+5,200
68
$578K 0.19%
52,830
69
$551K 0.19%
20,000
70
$519K 0.17%
6,463
71
$464K 0.16%
15,524
-3,420
72
$429K 0.14%
12,760
+4,642
73
$382K 0.13%
16,140
74
$354K 0.12%
17,542
75
$264K 0.09%
2,830
1 2
3
4