JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.1%
+8,851
227
$998K 0.09%
7,200
-23,092
228
$982K 0.09%
+25,000
229
$970K 0.09%
+17,283
230
$969K 0.09%
+29,700
231
$966K 0.09%
+40,934
232
$959K 0.09%
14,338
-34,742
233
$954K 0.09%
55,954
-410,934
234
$946K 0.09%
24,584
+16,461
235
$933K 0.09%
+8,478
236
$904K 0.09%
+32,377
237
$903K 0.09%
13,776
-91,793
238
$878K 0.08%
+25,066
239
$854K 0.08%
+16,193
240
$835K 0.08%
20,612
-107,968
241
$793K 0.08%
+22,783
242
$723K 0.07%
+45,220
243
$718K 0.07%
+21,763
244
$692K 0.07%
+22,871
245
$683K 0.06%
12,636
+10,300
246
$658K 0.06%
27,138
-48,395
247
$656K 0.06%
+61,750
248
$610K 0.06%
+10,594
249
$577K 0.05%
+5,918
250
$499K 0.05%
2,082
-3,653
8 9
10
11 12