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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.05%
38,201
+19,288
227
$1.06M 0.05%
+6,400
228
$1.03M 0.05%
10,900
-14,000
229
$1.03M 0.05%
+8,500
230
$1.03M 0.05%
+58,800
231
$1.02M 0.05%
25,267
-6,720
232
$988K 0.05%
17,912
+5,114
233
$956K 0.05%
+17,700
234
$925K 0.05%
9,300
-14,500
235
$918K 0.05%
+10,100
236
$915K 0.05%
13,700
+13,400
237
$915K 0.05%
8,712
-3,888
238
$895K 0.04%
+19,700
239
$867K 0.04%
19,740
-2,944
240
$862K 0.04%
25,902
241
$833K 0.04%
+11,860
242
$816K 0.04%
12,300
+7,200
243
$810K 0.04%
+57,285
244
$805K 0.04%
+2,115
245
$799K 0.04%
9,000
+5,500
246
$797K 0.04%
31,369
-38,714
247
$767K 0.04%
+20,589
248
$765K 0.04%
12,817
-60,170
249
$741K 0.04%
17,800
+15,500
250
$715K 0.04%
21,400
+10,200
8 9
10
11 12