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
301
$147K ﹤0.01%
+2,200
302
$137K ﹤0.01%
+1,400
303
$130K ﹤0.01%
+3,531
304
$99K ﹤0.01%
2,500
-49,700
305
$97K ﹤0.01%
1,900
-30,700
306
$97K ﹤0.01%
+1,178
307
$95K ﹤0.01%
3,260
-97,626
308
$73K ﹤0.01%
1,660
-59,107
309
$71K ﹤0.01%
+1,300
310
$56K ﹤0.01%
+1,095
311
$55K ﹤0.01%
700
-24,900
312
$46K ﹤0.01%
1,000
-23,500
313
$32K ﹤0.01%
600
-11,800
314
$30K ﹤0.01%
+1,060
315
$26K ﹤0.01%
+609
316
$23K ﹤0.01%
+500
317
$22K ﹤0.01%
432
-9,911
318
$21K ﹤0.01%
409
-34,691
319
$17K ﹤0.01%
254
-36,300
320
$14K ﹤0.01%
+300
321
$13K ﹤0.01%
+300
322
$8K ﹤0.01%
810
-44,381
323
$6K ﹤0.01%
84
-289,715
324
– –
-10,600
325
– –
-45,300
11 12
13
14 15