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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$175K ﹤0.01%
2,182
-7,410
227
$174K ﹤0.01%
+2,876
228
$160K ﹤0.01%
3,579
-90,360
229
$158K ﹤0.01%
11,842
-132,230
230
$144K ﹤0.01%
4,455
-972
231
$142K ﹤0.01%
6,779
232
$138K ﹤0.01%
1,046
-134,613
233
$135K ﹤0.01%
14,804
+12,920
234
$130K ﹤0.01%
3,373
-87,429
235
$127K ﹤0.01%
+2,807
236
$113K ﹤0.01%
4,707
-40,562
237
$105K ﹤0.01%
1,512
+789
238
$99K ﹤0.01%
+7,246
239
$92K ﹤0.01%
1,824
+1,460
240
$91K ﹤0.01%
+669
241
$90K ﹤0.01%
1,161
-5,931
242
$83K ﹤0.01%
925
+47
243
$74K ﹤0.01%
2,587
+320
244
$67K ﹤0.01%
1,451
245
$67K ﹤0.01%
7,104
+5,465
246
$66K ﹤0.01%
1,329
+1,042
247
$60K ﹤0.01%
2,211
-4,042
248
$59K ﹤0.01%
2,189
249
$59K ﹤0.01%
1,447
+773
250
$58K ﹤0.01%
1,911
+1,898
8 9
10
11 12