JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Return
13.19%
This Quarter Return
+5.42%
1 Year Return
+13.19%
3 Year Return
+42.94%
5 Year Return
+82.71%
10 Year Return
–
AUM
$3.75B
AUM Growth
+$210M
(+5.9%)
Cap. Flow
+$73.6M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
23.41%
Holding
421
New
73
Increased
110
Reduced
89
Closed
139
Top Buys
| 1 |
Pfizer
PFE
|
$102M |
| 2 |
Amazon
AMZN
|
$60.2M |
| 3 |
Texas Instruments
TXN
|
$52.1M |
| 4 |
NOV
NOV
|
$43M |
| 5 |
Skyworks Solutions
SWKS
|
$40.7M |
Top Sells
| 1 |
3M
MMM
|
$66.4M |
| 2 |
Edwards Lifesciences
EW
|
$49M |
| 3 |
AT&T
T
|
$48.2M |
| 4 |
Verizon
VZ
|
$46.3M |
| 5 |
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% |
