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
$302M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$3.11M
2 +$3.01M
3 +$1.8M
4
PE
PARSLEY ENERGY INC
PE
+$890K
5
ACM icon
Aecom
ACM
+$777K

Top Sells

1 +$2.12M
2 +$1.94M
3 +$1.49M
4
JPM icon
JPMorgan Chase
JPM
+$825K
5
LEA icon
Lear
LEA
+$772K

Sector Composition

1 Healthcare 21.58%
2 Technology 14.08%
3 Financials 13.66%
4 Communication Services 10.74%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$280K 0.09%
3,411
77
$252K 0.08%
4,049
78
$246K 0.08%
7,180
79
$197K 0.07%
10,500
80
$50K 0.02%
17,542
81
-18,652
82
-20,886
83
-95,800