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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$94.4M 1.33%
130,498
+23,938
27
$92.6M 1.31%
2,948,849
+1,067,215
28
$91.7M 1.3%
2,554,420
-173,172
29
$86.1M 1.22%
606,238
+377,547
30
$86M 1.22%
957,629
+541,105
31
$81.9M 1.16%
578,720
+114,824
32
$81.8M 1.16%
713,086
+171,488
33
$81.6M 1.15%
+509,164
34
$78.1M 1.1%
5,375,249
-334,794
35
$72.4M 1.02%
761,313
+223,224
36
$70.2M 0.99%
1,848,914
+165,443
37
$70M 0.99%
781,658
-146,285
38
$65.5M 0.93%
31,103
+8,278
39
$63.1M 0.89%
476,485
-262,588
40
$61.1M 0.86%
2,090,201
-311,422
41
$59.3M 0.84%
+1,722,699
42
$58.3M 0.82%
2,428,239
+94,308
43
$57.8M 0.82%
716,537
+120,760
44
$55.9M 0.79%
+1,084,886
45
$53.9M 0.76%
+822,883
46
$52.6M 0.74%
465,655
+256,500
47
$52.4M 0.74%
+975,319
48
$48.9M 0.69%
1,904,276
+634,419
49
$47.3M 0.67%
548,833
+309,341
50
$46.9M 0.66%
1,130,860
+111,580
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