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
251
$686K 0.03%
18,701
-17,182
252
$665K 0.03%
22,250
+15,055
253
$664K 0.03%
+12,000
254
$631K 0.03%
17,400
+14,800
255
$606K 0.03%
+6,943
256
$589K 0.03%
+3,200
257
$585K 0.03%
+28,252
258
$585K 0.03%
+15,000
259
$583K 0.03%
10,878
-13,571
260
$535K 0.03%
11,986
+3,011
261
$532K 0.03%
10,197
+293
262
$514K 0.03%
+4,746
263
$496K 0.02%
5,900
-182,251
264
$477K 0.02%
3,784
-3,076
265
$473K 0.02%
+19,753
266
$425K 0.02%
+12,000
267
$415K 0.02%
+8,600
268
$398K 0.02%
+13,400
269
$398K 0.02%
+7,000
270
$384K 0.02%
+4,800
271
$384K 0.02%
+4,300
272
$377K 0.02%
8,994
-5,540
273
$357K 0.02%
8,577
-1,488
274
$338K 0.02%
15
-89
275
$304K 0.02%
2,684
+1,072
9 10
11
12 13