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
$328M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$780K
3 +$469K
4
ACM icon
Aecom
ACM
+$436K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$254K

Top Sells

1 +$3.08M
2 +$3.07M
3 +$966K
4
DBRG icon
DigitalBridge
DBRG
+$778K
5
FLR icon
Fluor
FLR
+$444K

Sector Composition

1 Healthcare 21.38%
2 Technology 15.69%
3 Financials 13.49%
4 Communication Services 11.03%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$254K 0.08%
+2,000
77
$7K ﹤0.01%
17,541
78
-10,544
79
-3,078
80
-18,120