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
$279M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$482K
3 +$218K
4
XOM icon
Exxon Mobil
XOM
+$182K
5
SBUX icon
Starbucks
SBUX
+$153K

Top Sells

1 +$5.12M
2 +$2.9M
3 +$622K
4
EMC
EMC CORPORATION
EMC
+$156K
5
CVS icon
CVS Health
CVS
+$135K

Sector Composition

1 Healthcare 27.95%
2 Industrials 15.03%
3 Financials 12.31%
4 Consumer Discretionary 9.05%
5 Energy 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$249K 0.09%
5,290
77
$235K 0.08%
2,830
78
$209K 0.07%
7,500
79
$102K 0.04%
10,500
80
$86K 0.03%
12,000
81
$32K 0.01%
2,050
82
-30,170
83
-956,265