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
51
$1.68M 0.56%
57,320
-25,211
52
$1.42M 0.47%
15,790
-1,860
53
$1.25M 0.41%
21,095
-600
54
$1.1M 0.36%
11,894
-1,256
55
$1.07M 0.35%
19,216
+1,839
56
$1.04M 0.34%
18,120
57
$1M 0.33%
19,951
-1,437
58
$998K 0.33%
7,700
59
$925K 0.31%
27,208
-3,940
60
$883K 0.29%
17,000
61
$874K 0.29%
8,000
62
$832K 0.28%
3,530
63
$777K 0.26%
+21,820
64
$752K 0.25%
21,760
-1,160
65
$666K 0.22%
27,350
+7,350
66
$577K 0.19%
10,957
+1,515
67
$568K 0.19%
15,400
-410
68
$488K 0.16%
10,000
69
$428K 0.14%
10,090
70
$423K 0.14%
15,304
71
$390K 0.13%
21,672
72
$373K 0.12%
9,000
-3,820
73
$368K 0.12%
2,410
74
$317K 0.1%
2,830
75
$301K 0.1%
3,080
1 2
3
4