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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.26M 0.59%
72,186
+50,624
52
$6.08M 0.58%
+475,334
53
$5.98M 0.57%
173,074
-42,185
54
$5.96M 0.57%
83,304
+62,392
55
$5.7M 0.54%
83,940
+59,702
56
$5.69M 0.54%
102,832
+50,622
57
$5.58M 0.53%
449,624
+346,352
58
$5.56M 0.53%
104,494
+57,894
59
$5.5M 0.52%
+230,668
60
$5.47M 0.52%
199,462
+8,214
61
$5.44M 0.52%
+84,173
62
$5.42M 0.52%
+39,001
63
$5.39M 0.51%
374,616
-82,432
64
$5.38M 0.51%
79,355
-65,880
65
$5.38M 0.51%
190,710
+34,802
66
$5.34M 0.51%
+119,347
67
$5.3M 0.5%
95,570
+73,331
68
$5.27M 0.5%
67,528
+11,591
69
$5.24M 0.5%
+536,230
70
$5.22M 0.5%
122,468
-2,544
71
$5.19M 0.49%
+92,400
72
$5.14M 0.49%
263,420
-74,632
73
$5.13M 0.49%
+84,931
74
$4.97M 0.47%
191,708
+17,181
75
$4.97M 0.47%
+59,600
1 2
3
4 5