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JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.91% |
| 2 | Healthcare | 15.81% |
| 3 | Industrials | 13.73% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Energy | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Agilent Technologies
A
$39.8B
| $7M | 0.84% |
+228,992
| New | +$7.12M |
|
27
DaVita
DVA
$12.1B
| $6.91M | 0.83% |
+114,400
| New | +$7.14M |
|
28
Trinity Industries
TRN
$2.57B
| $6.88M | 0.83% |
+496,959
| New | +$7.26M |
|
|
ARRS
29
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $6.7M | 0.81% |
+466,888
| New | +$7.38M |
|
30
CVS Health
CVS
$127B
| $6.56M | 0.79% |
+114,733
| New | +$6.65M |
|
31
Jefferies Financial Group
JEF
$13.1B
| $6.56M | 0.79% |
+279,505
| New | +$7.35M |
|
|
WNR
32
DELISTED
Western Refining Inc
WNR
| $6.55M | 0.79% |
+233,471
| New | +$7.26M |
|
33
Tenet Healthcare
THC
$21B
| $6.36M | 0.76% |
+137,930
| New | +$6.18M |
|
|
AZPN
34
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $6.2M | 0.75% |
+215,259
| New | +$6.2M |
|
35
Hershey
HSY
$36B
| $6.19M | 0.74% |
+69,312
| New | +$6.12M |
|
36
O'Reilly Automotive
ORLY
$76.3B
| $6.17M | 0.74% |
+821,730
| New | +$5.91M |
|
37
Huntington Ingalls Industries
HII
$12.6B
| $6.12M | 0.74% |
+108,310
| New | +$5.84M |
|
|
USG
38
DELISTED
Usg
USG
| $6M | 0.72% |
+260,444
| New | +$6.77M |
|
39
UnitedHealth
UNH
$377B
| $5.98M | 0.72% |
+91,400
| New | +$5.69M |
|
40
CNO Financial Group
CNO
$5.13B
| $5.92M | 0.71% |
+457,048
| New | +$5.4M |
|
|
GAP
41
The Gap Inc
GAP
$7.4B
| $5.89M | 0.71% |
+141,206
| New | +$5.56M |
|
42
Polaris
PII
$4.22B
| $5.88M | 0.71% |
+61,889
| New | +$5.6M |
|
43
United Therapeutics
UTHR
$22.1B
| $5.85M | 0.7% |
+88,850
| New | +$5.72M |
|
44
Travelers Companies
TRV
$79.8B
| $5.84M | 0.7% |
+73,124
| New | +$6.15M |
|
45
Nu Skin
NUS
$252M
| $5.7M | 0.69% |
+92,932
| New | +$5.16M |
|
|
NSM
46
DELISTED
Nationstar Mortgage Holdings
NSM
| $5.67M | 0.68% |
+151,540
| New | +$5.89M |
|
|
MHFI
47
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $5.62M | 0.68% |
+105,569
| New | +$5.67M |
|
48
Brunswick
BC
$5.47B
| $5.58M | 0.67% |
+174,565
| New | +$5.69M |
|
49
Oshkosh
OSK
$9.54B
| $5.51M | 0.66% |
+145,018
| New | +$5.57M |
|
50
Crown Castle
CCI
$31.9B
| $5.49M | 0.66% |
+75,800
| New | +$5.56M |
|
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Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.