JPMIA

J.P. Marvel Investment Advisors Portfolio holdings

AUM $720M
1-Year Est. Return 39.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.91%
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
+$2.08M
2
+$1.69M
3
+$584K
4
CLH icon
Clean Harbors
CLH
+$321K
5
STR
QUESTAR CORP
STR
+$301K

Top Sells

1
+$3.79M
2
+$559K
3
+$435K
4
LEA icon
Lear
LEA
+$242K
5
JPM icon
JPMorgan Chase
JPM
+$193K

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
1 2 3
4