JPMIA
J.P. Marvel Investment Advisors Portfolio holdings
AUM
$621M
This Quarter Return
+11.99%
1 Year Return
+21%
3 Year Return
+119.08%
5 Year Return
+235.08%
10 Year Return
–
AUM
$346M
AUM Growth
+$346M
(+11%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
37.97%
Holding
84
New
6
Increased
17
Reduced
27
Closed
14
Top Buys
| 1 |
GTT
GTT Communications, Inc.
GTT
|
$11.5M |
| 2 |
NVIDIA
NVDA
|
$5.13M |
| 3 |
Microsoft
MSFT
|
$5.02M |
| 4 |
Bristol-Myers Squibb
BMY
|
$4.69M |
| 5 |
HES
Hess
HES
|
$1.35M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$6.05M |
| 2 |
The Mosaic Company
MOS
|
$4.8M |
| 3 |
CARB
Carbonite Inc
CARB
|
$3.14M |
| 4 |
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% |