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
$326M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$7.97M
2 +$4.73M
3 +$1.05M
4
AKAM icon
Akamai
AKAM
+$725K
5
TXN icon
Texas Instruments
TXN
+$302K

Top Sells

1 +$9.21M
2 +$2.2M
3 +$238K
4
JPM icon
JPMorgan Chase
JPM
+$216K
5
STI
SunTrust Banks, Inc.
STI
+$143K

Sector Composition

1 Healthcare 20.52%
2 Technology 16.95%
3 Financials 14.99%
4 Communication Services 10.98%
5 Consumer Discretionary 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$270K 0.08%
3,411
77
$208K 0.06%
10,500
78
-2,000
79
-78,906
80
-17,541