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
$285M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.18M
3
+$1.17M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
SHW icon
Sherwin-Williams
SHW
+$564K

Top Sells

1
+$4.99M
2
+$2.13M
3
+$856K
4
ALKS icon
Alkermes
ALKS
+$646K
5
ADP icon
Automatic Data Processing
ADP
+$580K

Sector Composition

1 Healthcare 31.28%
2 Communication Services 10.08%
3 Financials 9.92%
4 Industrials 9.54%
5 Technology 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.04%
17,542
77
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-6,463
78
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-12,760
79
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-7,500
80
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-48,090
81
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-64,690
82
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-51,390
83
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-8,000
84
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-12,000
85
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-34,520
1 2 3
4