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JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.91% |
| 2 | Healthcare | 15.81% |
| 3 | Industrials | 13.73% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Energy | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AFSI
51
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $5.49M | 0.66% |
+338,052
| New | +$5.11M |
|
52
Lincoln National
LNC
$8.92B
| $5.44M | 0.65% |
+149,229
| New | +$5.09M |
|
53
Gartner
IT
$11.6B
| $5.3M | 0.64% |
+92,984
| New | +$5.28M |
|
54
Walmart Inc
WMT
$896B
| $5.28M | 0.64% |
+212,688
| New | +$5.45M |
|
55
Estee Lauder
EL
$31.8B
| $5.26M | 0.63% |
+80,000
| New | +$5.46M |
|
56
Lockheed Martin
LMT
$134B
| $5.14M | 0.62% |
+47,400
| New | +$4.84M |
|
57
Bank of America
BAC
$442B
| $5.13M | 0.62% |
+398,631
| New | +$5.08M |
|
58
Amgen
AMGN
$218B
| $5.12M | 0.62% |
+51,884
| New | +$5.38M |
|
59
Brinker International
EAT
$9.6B
| $5.07M | 0.61% |
+128,580
| New | +$5.07M |
|
60
Apple
AAPL
$4.57T
| $5.02M | 0.6% |
+354,564
| New | +$5.45M |
|
61
Nike
NKE
$62.8B
| $5M | 0.6% |
+157,200
| New | +$4.89M |
|
62
Gilead Sciences
GILD
$162B
| $4.88M | 0.59% |
+95,318
| New | +$4.97M |
|
|
CPN
63
DELISTED
Calpine Corporation
CPN
| $4.85M | 0.58% |
+228,400
| New | +$4.79M |
|
64
American Express
AXP
$235B
| $4.84M | 0.58% |
+64,800
| New | +$4.61M |
|
65
Tapestry
TPR
$32.8B
| $4.83M | 0.58% |
+84,600
| New | +$4.76M |
|
66
Exelon
EXC
$46.9B
| $4.82M | 0.58% |
+218,992
| New | +$5.31M |
|
67
NOV
NOV
$7.12B
| $4.81M | 0.58% |
+77,410
| New | +$4.77M |
|
|
ANDV
68
DELISTED
Andeavor
ANDV
| $4.79M | 0.58% |
+91,524
| New | +$5.12M |
|
69
Truist Financial
TFC
$64.8B
| $4.78M | 0.58% |
+141,200
| New | +$4.5M |
|
|
SWN
70
DELISTED
Southwestern Energy Company
SWN
| $4.77M | 0.57% |
+130,600
| New | +$4.85M |
|
71
The Mosaic Company
MOS
$7.59B
| $4.76M | 0.57% |
+88,400
| New | +$5.26M |
|
72
TransDigm Group
TDG
$69.7B
| $4.75M | 0.57% |
+30,292
| New | +$4.55M |
|
73
Abbott
ABT
$184B
| $4.74M | 0.57% |
+136,000
| New | +$4.99M |
|
|
WBA
74
DELISTED
Walgreens Boots Alliance
WBA
| $4.72M | 0.57% |
+106,800
| New | +$5.2M |
|
75
FirstEnergy
FE
$27.6B
| $4.71M | 0.57% |
+126,200
| New | +$5.31M |
|
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Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.