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
276
$312K 0.01%
39,544
-132,127
277
$309K 0.01%
+5,859
278
$298K 0.01%
+3,200
279
$296K 0.01%
8,400
-309,544
280
$292K 0.01%
7,589
-155,205
281
$287K 0.01%
8,200
-3,000
282
$272K 0.01%
+13,800
283
$249K 0.01%
+1,000
284
$239K 0.01%
4,682
-42,324
285
$222K 0.01%
+25,239
286
$209K 0.01%
2,500
-5,700
287
$206K 0.01%
+6,000
288
$205K 0.01%
+4,028
289
$194K 0.01%
1,612
-5,623
290
$187K 0.01%
+3,100
291
$187K 0.01%
+17,151
292
$186K 0.01%
+1,500
293
$185K 0.01%
+4,400
294
$177K 0.01%
+394
295
$170K 0.01%
+3,676
296
$166K 0.01%
+4,174
297
$160K 0.01%
+3,700
298
$157K 0.01%
2,954
-33,171
299
$154K ﹤0.01%
+3,100
300
$153K ﹤0.01%
+3,700
10 11
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