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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.5M 0.9%
+64,876
27
$9.44M 0.9%
578,196
+81,237
28
$9.21M 0.88%
186,047
+127,141
29
$9.06M 0.86%
206,072
+114,548
30
$9.04M 0.86%
150,648
+57,664
31
$8.88M 0.84%
92,733
-199
32
$8.84M 0.84%
376,172
+313,136
33
$8.7M 0.83%
+307,630
34
$8.64M 0.82%
110,393
+99,376
35
$8.55M 0.81%
176,241
+170,552
36
$8.51M 0.81%
283,176
+49,705
37
$8.46M 0.8%
149,111
+34,378
38
$8.2M 0.78%
104,048
+15,198
39
$8.18M 0.78%
+127,797
40
$7.33M 0.7%
234,298
-42,272
41
$7.33M 0.7%
+87,656
42
$7.21M 0.69%
276,198
+213,730
43
$7.12M 0.68%
55,519
-6,527
44
$7.05M 0.67%
+107,202
45
$7.01M 0.67%
205,252
-141,476
46
$6.92M 0.66%
102,711
-5,599
47
$6.79M 0.65%
161,683
+12,454
48
$6.6M 0.63%
+97,200
49
$6.44M 0.61%
+300,866
50
$6.31M 0.6%
151,419
+100,425
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