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
$606M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.48M
2 +$3.96M
3 +$2M
4
DE icon
Deere & Co
DE
+$314K
5
GLW icon
Corning
GLW
+$110K

Top Sells

1 +$4.31M
2 +$4.26M
3 +$2.42M
4
ADBE icon
Adobe
ADBE
+$2.08M
5
INTC icon
Intel
INTC
+$2.03M

Sector Composition

1 Technology 33.96%
2 Healthcare 23.33%
3 Financials 14.81%
4 Industrials 8.86%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,609