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
51
$1.46M 0.51%
+21,643
52
$1.06M 0.37%
+40,525
53
$922K 0.32%
+16,660
54
$892K 0.31%
+18,895
55
$861K 0.3%
+7,290
56
$857K 0.3%
+12,604
57
$720K 0.25%
+3,530
58
$697K 0.24%
+17,000
59
$697K 0.24%
+20,000
60
$691K 0.24%
+21,210
61
$688K 0.24%
+4,240
62
$672K 0.23%
+34,520
63
$625K 0.22%
+7,000
64
$622K 0.22%
+13,466
65
$578K 0.2%
+15,240
66
$548K 0.19%
+6,463
67
$532K 0.19%
+20,230
68
$488K 0.17%
+26,430
69
$403K 0.14%
+51,390
70
$391K 0.14%
+15,304
71
$389K 0.14%
+8,000
72
$341K 0.12%
+20,000
73
$336K 0.12%
+12,760
74
$313K 0.11%
+2,510
75
$283K 0.1%
+2,830
1 2
3
4