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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$988K 0.03%
+46,085
227
$968K 0.03%
+7,400
228
$939K 0.03%
+23,000
229
$906K 0.03%
8,635
-4,165
230
$899K 0.03%
58,466
+40,664
231
$892K 0.03%
+22,000
232
$891K 0.03%
26,900
-33,100
233
$859K 0.03%
+16,932
234
$850K 0.03%
9,321
-20,079
235
$843K 0.03%
8,700
-1,600
236
$834K 0.03%
28,256
-37,844
237
$833K 0.03%
35,880
+2,880
238
$824K 0.03%
7,863
-11,637
239
$804K 0.03%
+39,400
240
$802K 0.03%
+29,188
241
$796K 0.03%
+6,600
242
$772K 0.02%
23,395
-9,539
243
$740K 0.02%
+31,691
244
$738K 0.02%
+5,356
245
$721K 0.02%
+21,304
246
$717K 0.02%
+8,500
247
$701K 0.02%
3,100
-78,788
248
$672K 0.02%
3,200
+1,600
249
$667K 0.02%
7,200
-10,400
250
$662K 0.02%
8,700
+2,700
8 9
10
11 12