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
251
$662K 0.02%
22,345
+12,362
252
$654K 0.02%
+10,067
253
$635K 0.02%
57,600
-118,500
254
$620K 0.02%
+32,721
255
$616K 0.02%
+8,700
256
$607K 0.02%
+24,536
257
$602K 0.02%
+6,300
258
$571K 0.02%
+11,612
259
$553K 0.02%
+5,800
260
$550K 0.02%
22,572
-422,813
261
$532K 0.02%
7,723
-25,448
262
$510K 0.02%
+7,500
263
$471K 0.02%
+13,223
264
$438K 0.01%
13,700
-5,628
265
$433K 0.01%
5,967
-4,368
266
$430K 0.01%
+15,100
267
$414K 0.01%
+5,939
268
$406K 0.01%
+4,091
269
$399K 0.01%
13,554
270
$375K 0.01%
+9,163
271
$350K 0.01%
11,269
-15,525
272
$339K 0.01%
6,000
-17,800
273
$336K 0.01%
+7,270
274
$333K 0.01%
+10,631
275
$332K 0.01%
+8,200
9 10
11
12 13