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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.63%
274,812
+59,877
52
$12.3M 0.61%
+209,304
53
$12.3M 0.6%
85,927
-109,869
54
$12.1M 0.6%
419,662
+399,262
55
$11.9M 0.59%
414,074
+51,742
56
$11.9M 0.59%
191,364
+165,062
57
$11.3M 0.56%
120,529
+23,487
58
$11.2M 0.55%
+114,160
59
$11.1M 0.55%
+149,026
60
$10.9M 0.54%
105,224
+81,965
61
$10.7M 0.53%
189,954
+23,205
62
$10.6M 0.52%
331,252
+65,860
63
$10M 0.49%
154,556
-152,709
64
$9.64M 0.48%
139,397
-137,079
65
$9.41M 0.46%
+552,918
66
$9.4M 0.46%
171,601
+110,089
67
$9.16M 0.45%
200,436
+59,256
68
$9.12M 0.45%
458,176
+21,482
69
$8.73M 0.43%
702,205
-83,815
70
$8.32M 0.41%
+105,247
71
$8.07M 0.4%
89,002
+42,648
72
$8.02M 0.4%
234,950
+61,125
73
$8.01M 0.4%
98,173
+26,152
74
$7.92M 0.39%
+105,997
75
$7.79M 0.38%
+80,447
1 2
3
4 5