JPMIA
J.P. Marvel Investment Advisors Portfolio holdings
AUM
$621M
This Quarter Return
+22.54%
1 Year Return
+21%
3 Year Return
+119.08%
5 Year Return
+235.08%
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(+20%)
Cap. Flow
+$185K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
41.09%
Holding
69
New
5
Increased
9
Reduced
24
Closed
4
Top Buys
| 1 |
Centene
CNC
|
$3.64M |
| 2 |
RTX Corp
RTX
|
$3.62M |
| 3 |
Otis Worldwide
OTIS
|
$1.46M |
| 4 |
Microsoft
MSFT
|
$1.41M |
| 5 |
Carrier Global
CARR
|
$1.36M |
Top Sells
| 1 |
Cisco
CSCO
|
$2.19M |
| 2 |
JPMorgan Chase
JPM
|
$2.16M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$2.14M |
| 4 |
Lear
LEA
|
$1.81M |
| 5 |
Pfizer
PFE
|
$1.72M |
Sector Composition
| 1 | Healthcare | 31.14% |
| 2 | Technology | 24.67% |
| 3 | Financials | 12.29% |
| 4 | Communication Services | 10.54% |
| 5 | Consumer Discretionary | 6.84% |
