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
251
$365K 0.03%
+6,548
252
$358K 0.03%
+12,762
253
$307K 0.03%
+8,147
254
$304K 0.03%
14,801
-55,773
255
$293K 0.03%
+9,373
256
$288K 0.03%
20,877
-377,754
257
$269K 0.03%
12,002
-78,985
258
$267K 0.03%
+7,360
259
$260K 0.02%
+12,147
260
$192K 0.02%
9,646
+7,869
261
$150K 0.01%
+1,438
262
$134K 0.01%
+7,130
263
$130K 0.01%
14,095
-465,465
264
$112K 0.01%
2,173
-75,906
265
$104K 0.01%
+2,300
266
$99K 0.01%
2,908
267
$96K 0.01%
5,167
-230,726
268
$41K ﹤0.01%
+1,971
269
$32K ﹤0.01%
311
270
$27K ﹤0.01%
+1,414
271
$21K ﹤0.01%
+1,150
272
$18K ﹤0.01%
1,993
273
$15K ﹤0.01%
+309
274
$1K ﹤0.01%
24
-49,176
275
– –
-239,731
9 10
11
12 13