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
276
$289K 0.01%
+7,093
277
$275K 0.01%
3,028
-92,766
278
$269K 0.01%
7,084
-207,775
279
$268K 0.01%
+8,320
280
$260K 0.01%
+2,700
281
$247K 0.01%
+9,000
282
$243K 0.01%
14,360
-400,568
283
$238K 0.01%
9,983
-8,551
284
$235K 0.01%
4,018
-37,633
285
$218K 0.01%
5,166
-225,888
286
$217K 0.01%
+4,534
287
$209K 0.01%
+9,135
288
$192K 0.01%
+2,200
289
$173K 0.01%
3,604
-5,696
290
$155K 0.01%
4,070
-55,230
291
$155K 0.01%
+7,100
292
$151K 0.01%
+4,113
293
$136K 0.01%
1,233
-260,987
294
$132K 0.01%
3,400
-17,400
295
$131K 0.01%
+3,700
296
$117K 0.01%
+3,600
297
$112K 0.01%
+2,468
298
$106K 0.01%
+3,300
299
$100K ﹤0.01%
7,100
-678,834
300
$77K ﹤0.01%
1,800
-93,776
10 11
12
13 14