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
$346M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$5.13M
3 +$5.01M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.69M
5
HES
Hess
HES
+$1.35M

Top Sells

1 +$6.05M
2 +$4.8M
3 +$3.14M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$2.66M

Sector Composition

1 Healthcare 25.99%
2 Technology 20.42%
3 Financials 14.68%
4 Communication Services 13.75%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-87,749
77
-78,405
78
-202,925
79
-60,935