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
$284M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$2.97M
2 +$2.02M
3 +$1.3M
4
GLW icon
Corning
GLW
+$751K
5
APA icon
APA Corp
APA
+$570K

Top Sells

1 +$5.29M
2 +$920K
3 +$532K
4
TMO icon
Thermo Fisher Scientific
TMO
+$308K
5
LEA icon
Lear
LEA
+$278K

Sector Composition

1 Healthcare 28.88%
2 Industrials 14.32%
3 Energy 10.34%
4 Financials 10.3%
5 Technology 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$273K 0.1%
6,942
77
$257K 0.09%
5,710
+420
78
$236K 0.08%
2,830
79
$206K 0.07%
7,500
80
$90K 0.03%
10,500
81
$80K 0.03%
12,000
82
$35K 0.01%
2,050
83
-29,820
84
-34,408