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
$240M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$9.79M
2 +$9.09M
3 +$8.9M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.66M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.82M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 26.87%
2 Industrials 15.26%
3 Financials 12.5%
4 Materials 9.72%
5 Consumer Discretionary 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$32K 0.01%
+2,100