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
251
$57K ﹤0.01%
808
-386
252
$56K ﹤0.01%
+1,179
253
$53K ﹤0.01%
+884
254
$47K ﹤0.01%
1,207
-1,855
255
$46K ﹤0.01%
+1,024
256
$42K ﹤0.01%
365
-179,295
257
$41K ﹤0.01%
+1,222
258
$30K ﹤0.01%
956
-205,619
259
$26K ﹤0.01%
+1,530
260
$23K ﹤0.01%
365
-30,205
261
$23K ﹤0.01%
549
-3,614
262
$22K ﹤0.01%
+1,569
263
$18K ﹤0.01%
554
-6,016
264
$18K ﹤0.01%
340
-367
265
$14K ﹤0.01%
975
266
$12K ﹤0.01%
487
-67,276
267
$10K ﹤0.01%
222
-35,563
268
$9K ﹤0.01%
810
269
$8K ﹤0.01%
91
-18,364
270
$8K ﹤0.01%
152
-281,028
271
$7K ﹤0.01%
2,001
-78,087
272
$7K ﹤0.01%
361
273
$6K ﹤0.01%
201
-122,885
274
$5K ﹤0.01%
368
275
$4K ﹤0.01%
452
-373,964
9 10
11
12 13