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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24M 1.18%
437,520
+245,740
27
$23.6M 1.16%
971,348
+872,787
28
$23.6M 1.16%
+610,474
29
$23.6M 1.16%
541,473
-29,291
30
$23.5M 1.16%
743,982
+129,512
31
$22.6M 1.11%
+1,957,754
32
$21.7M 1.07%
393,197
-62,060
33
$21.1M 1.04%
403,821
+199,875
34
$20.4M 1.01%
236,344
-58,904
35
$18.9M 0.93%
1,603,800
-249,927
36
$18.4M 0.9%
238,715
+33,470
37
$17.9M 0.88%
204,465
-109,820
38
$17.5M 0.86%
271,888
+14,904
39
$17.2M 0.85%
713,616
+180,180
40
$16.3M 0.8%
218,044
+156,446
41
$15.9M 0.78%
168,854
-5,092
42
$15.4M 0.76%
427,283
+389,532
43
$15.2M 0.75%
117,851
-39,790
44
$14.9M 0.74%
+382,170
45
$14.6M 0.72%
369,771
-253,773
46
$13.8M 0.68%
360,959
-378,430
47
$13.8M 0.68%
+222,032
48
$13.3M 0.65%
170,167
-4,405
49
$13.2M 0.65%
180,255
+147,471
50
$12.8M 0.63%
343,479
+174,761
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