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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

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
$7M 0.84%
+228,992
27
$6.91M 0.83%
+114,400
28
$6.88M 0.83%
+496,959
29
$6.7M 0.81%
+466,888
30
$6.56M 0.79%
+114,733
31
$6.56M 0.79%
+279,505
32
$6.55M 0.79%
+233,471
33
$6.36M 0.76%
+137,930
34
$6.2M 0.75%
+215,259
35
$6.19M 0.74%
+69,312
36
$6.17M 0.74%
+821,730
37
$6.12M 0.74%
+108,310
38
$6M 0.72%
+260,444
39
$5.98M 0.72%
+91,400
40
$5.92M 0.71%
+457,048
41
$5.89M 0.71%
+141,206
42
$5.88M 0.71%
+61,889
43
$5.85M 0.7%
+88,850
44
$5.84M 0.7%
+73,124
45
$5.7M 0.69%
+92,932
46
$5.67M 0.68%
+151,540
47
$5.62M 0.68%
+105,569
48
$5.58M 0.67%
+174,565
49
$5.51M 0.66%
+145,018
50
$5.49M 0.66%
+75,800
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