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
$258M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$1.17M
3 +$1.12M
4
OXY icon
Occidental Petroleum
OXY
+$864K
5
TGNA icon
TEGNA Inc
TGNA
+$482K

Top Sells

1 +$2.86M
2 +$2.64M
3 +$1.18M
4
QEP
QEP RESOURCES, INC.
QEP
+$55.7K
5
TMO icon
Thermo Fisher Scientific
TMO
+$51.1K

Sector Composition

1 Healthcare 27.25%
2 Industrials 14.71%
3 Financials 11.64%
4 Consumer Discretionary 10.16%
5 Energy 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$269K 0.1%
+5,290
77
$239K 0.09%
6,942
78
$231K 0.09%
+3,000
79
$225K 0.09%
2,830
80
$204K 0.08%
+7,500
81
$89K 0.03%
10,500
+5,000
82
$89K 0.03%
12,000
83
$35K 0.01%
2,050
-50