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
$287M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$13.5M
3 +$12.3M
4
LEA icon
Lear
LEA
+$11.5M
5
JPM icon
JPMorgan Chase
JPM
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 34.53%
2 Financials 11.03%
3 Consumer Discretionary 10.62%
4 Communication Services 9.67%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$244K 0.08%
+3,411
77
$244K 0.08%
+17,542
78
$238K 0.08%
+4,049
79
$220K 0.08%
+7,500
80
$200K 0.07%
+7,180
81
$111K 0.04%
+12,000
82
$109K 0.04%
+10,500