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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.02%
+47,920
227
$1.21M 0.02%
15,925
-116,208
228
$1.18M 0.02%
18,168
+256
229
$1.17M 0.02%
+70,084
230
$1.14M 0.02%
+30,617
231
$1.13M 0.02%
29,657
+22,977
232
$1.13M 0.02%
31,200
-553,830
233
$1.1M 0.02%
+19,183
234
$1.09M 0.02%
+13,575
235
$1.07M 0.02%
25,095
-784,693
236
$1.03M 0.01%
+14,106
237
$972K 0.01%
29,963
-2,791
238
$967K 0.01%
+25,087
239
$959K 0.01%
11,700
-380
240
$950K 0.01%
26,871
241
$935K 0.01%
+14,386
242
$888K 0.01%
27,342
-7,459
243
$885K 0.01%
49,501
+13,080
244
$864K 0.01%
29,295
+14,235
245
$850K 0.01%
34,325
-57,269
246
$846K 0.01%
72,741
+69,375
247
$828K 0.01%
+5,784
248
$823K 0.01%
+4,506
249
$793K 0.01%
+24,758
250
$789K 0.01%
17,804
-16,118
8 9
10
11 12