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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

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
51
$5.49M 0.66%
+338,052
52
$5.44M 0.65%
+149,229
53
$5.3M 0.64%
+92,984
54
$5.28M 0.64%
+212,688
55
$5.26M 0.63%
+80,000
56
$5.14M 0.62%
+47,400
57
$5.13M 0.62%
+398,631
58
$5.12M 0.62%
+51,884
59
$5.07M 0.61%
+128,580
60
$5.02M 0.6%
+354,564
61
$5M 0.6%
+157,200
62
$4.88M 0.59%
+95,318
63
$4.85M 0.58%
+228,400
64
$4.84M 0.58%
+64,800
65
$4.83M 0.58%
+84,600
66
$4.82M 0.58%
+218,992
67
$4.81M 0.58%
+77,410
68
$4.79M 0.58%
+91,524
69
$4.78M 0.58%
+141,200
70
$4.77M 0.57%
+130,600
71
$4.76M 0.57%
+88,400
72
$4.75M 0.57%
+30,292
73
$4.74M 0.57%
+136,000
74
$4.72M 0.57%
+106,800
75
$4.71M 0.57%
+126,200
1 2
3
4 5