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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42M 1.12%
930,707
+265,855
27
$40.5M 1.08%
646,149
+59,406
28
$39.9M 1.06%
453,593
+261,905
29
$39.6M 1.05%
679,717
+35,605
30
$39.4M 1.05%
394,144
+337,171
31
$38M 1.01%
631,876
+395,431
32
$36.4M 0.97%
1,597,560
-414,260
33
$36.2M 0.97%
700,059
-97,823
34
$36.2M 0.96%
250,131
+249,384
35
$35.4M 0.94%
1,165,002
+1,009,245
36
$35.4M 0.94%
565,640
+139,524
37
$34.9M 0.93%
1,324,029
-1,860,477
38
$32.3M 0.86%
3,012,170
+2,001,477
39
$32M 0.85%
566,367
+244,853
40
$31.2M 0.83%
822,360
+66,460
41
$30.7M 0.82%
+1,326,037
42
$30.4M 0.81%
548,183
-335,190
43
$30.3M 0.81%
268,356
+6,557
44
$30.3M 0.81%
271,500
-135,601
45
$30M 0.8%
437,172
-502,289
46
$29.6M 0.79%
613,268
+542,951
47
$29.5M 0.79%
362,314
-26,080
48
$29.2M 0.78%
179,596
-54,953
49
$26M 0.69%
674,777
-42,832
50
$25.9M 0.69%
47,773
+32,239
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