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
26
$40.4M 1.28%
640,865
-111,664
27
$39.6M 1.26%
229,628
+102,565
28
$39.5M 1.26%
687,227
-19,714
29
$39.4M 1.25%
651,445
+100,334
30
$38.8M 1.24%
+1,088,750
31
$38.3M 1.22%
+601,728
32
$38.1M 1.21%
1,868,632
+842,112
33
$37.3M 1.19%
+1,201,425
34
$36.6M 1.17%
431,072
+241,711
35
$36M 1.15%
+720,590
36
$34.3M 1.09%
566,819
+163,571
37
$32.8M 1.04%
+411,835
38
$31M 0.99%
1,258,044
+210,662
39
$31M 0.99%
1,087,182
+350,200
40
$30.9M 0.98%
314,997
-257,902
41
$30.1M 0.96%
310,079
-195,572
42
$27.8M 0.88%
244,452
+187,658
43
$27.5M 0.88%
+484,695
44
$25.7M 0.82%
+932,898
45
$25.4M 0.81%
414,040
+75,212
46
$25.4M 0.81%
383,701
+103,865
47
$24M 0.76%
151,010
+109,730
48
$23.1M 0.73%
+223,555
49
$22.9M 0.73%
318,491
-312,726
50
$22.5M 0.71%
871,557
+538,833
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