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
$2.82B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$69M
2
+$55.7M
3
+$49.4M
4
GILD icon
Gilead Sciences
GILD
+$48.2M
5
UNP icon
Union Pacific
UNP
+$39.3M

Top Sells

1
+$37.6M
2
+$36.4M
3
+$34M
4
BHI
Baker Hughes
BHI
+$32.7M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M

Sector Composition

1 Healthcare 17.33%
2 Financials 16.18%
3 Technology 12.13%
4 Consumer Discretionary 10.71%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17M 0.6%
81,888
-109,790
52
$16.9M 0.6%
222,426
+116,429
53
$16.9M 0.6%
296,361
-96,836
54
$16.7M 0.59%
279,836
-261,637
55
$16.5M 0.58%
248,646
-188,874
56
$16.5M 0.58%
127,063
+9,212
57
$16.3M 0.58%
574,662
-138,954
58
$15.6M 0.55%
1,136,650
+946,650
59
$15.4M 0.55%
404,743
+257,763
60
$15.3M 0.54%
213,775
+170,404
61
$14.9M 0.53%
427,894
+210,589
62
$14.7M 0.52%
208,797
+18,843
63
$14.6M 0.52%
+336,666
64
$14.6M 0.52%
313,831
+39,019
65
$14.6M 0.52%
+211,728
66
$14.4M 0.51%
+714,136
67
$14.3M 0.51%
305,970
+225,935
68
$14.3M 0.51%
235,105
-168,716
69
$14M 0.5%
84,224
-1,703
70
$12.6M 0.45%
480,957
+66,883
71
$12.5M 0.44%
+246,943
72
$12.2M 0.43%
105,572
-8,588
73
$12.1M 0.43%
318,696
-12,556
74
$11.9M 0.42%
445,385
+386,285
75
$11.9M 0.42%
+223,611
1 2
3
4 5