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
$294M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$588K
2 +$460K
3 +$459K
4
VZ icon
Verizon
VZ
+$398K
5
T icon
AT&T
T
+$365K

Top Sells

1 +$259K
2 +$257K
3 +$250K
4
MS icon
Morgan Stanley
MS
+$247K
5
JNJ icon
Johnson & Johnson
JNJ
+$217K

Sector Composition

1 Healthcare 28.23%
2 Industrials 13.48%
3 Energy 11.39%
4 Technology 10.35%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$291K 0.1%
3,924
-260
77
$253K 0.09%
2,830
78
$232K 0.08%
2,510
-490
79
$84K 0.03%
10,500
80
$75K 0.03%
12,000
81
$73K 0.02%
+833
82
$36K 0.01%
2,000
-50
83
-7,500
84
-5,710