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
$297M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$1.76M
3 +$577K
4
CLH icon
Clean Harbors
CLH
+$309K
5
CG icon
Carlyle Group
CG
+$282K

Top Sells

1 +$3.79M
2 +$559K
3 +$433K
4
LEA icon
Lear
LEA
+$237K
5
JPM icon
JPMorgan Chase
JPM
+$200K

Sector Composition

1 Healthcare 33.97%
2 Financials 11.46%
3 Technology 10.89%
4 Consumer Discretionary 9.35%
5 Industrials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$241K 0.08%
3,412
-33
77
$241K 0.08%
6,680
-130
78
$240K 0.08%
2,510
79
$124K 0.04%
10,500
80
$122K 0.04%
12,000
81
$62K 0.02%
833
82
-24,042
83
-80,700