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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.5M 0.68%
201,549
-191,194
52
$21M 0.67%
287,710
+260,664
53
$19.4M 0.62%
811,431
-137,928
54
$19.3M 0.62%
+559,429
55
$19.3M 0.61%
178,482
-18,094
56
$18.7M 0.59%
444,994
+241,184
57
$18.3M 0.58%
108,949
+39,794
58
$17.5M 0.56%
328,869
+105,258
59
$17.4M 0.55%
162,233
+80,705
60
$15.6M 0.5%
138,858
+122,758
61
$15.2M 0.48%
556,223
+75,266
62
$14.8M 0.47%
+862,064
63
$14.7M 0.47%
86,451
+21,963
64
$13.7M 0.44%
+364,794
65
$13.7M 0.43%
284,534
+39,979
66
$13.5M 0.43%
+828,763
67
$13.1M 0.42%
+135,927
68
$13M 0.42%
400,427
-4,316
69
$12.1M 0.38%
504,420
+489,224
70
$12.1M 0.38%
+79,943
71
$11.9M 0.38%
92,308
+10,227
72
$11.7M 0.37%
288,707
-25,124
73
$11.7M 0.37%
228,446
+79,033
74
$11.5M 0.37%
69,369
+56,869
75
$11.4M 0.36%
81,460
-83,326
1 2
3
4 5