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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.5M 0.68%
205,061
-6,749
52
$25.4M 0.68%
306,245
-22,090
53
$25.3M 0.67%
503,366
+291,765
54
$25.3M 0.67%
155,649
+46,519
55
$24.8M 0.66%
1,250,048
+124,420
56
$24.7M 0.66%
5,078,096
-665,344
57
$24M 0.64%
949,271
+907,328
58
$23.9M 0.64%
1,697,529
-685,327
59
$23.7M 0.63%
197,952
-242,751
60
$23.1M 0.61%
602,110
+324,160
61
$22M 0.59%
160,506
+101,583
62
$21.5M 0.57%
113,829
-108,580
63
$20.2M 0.54%
468,269
+279,053
64
$19.9M 0.53%
408,913
+132,625
65
$19.5M 0.52%
+437,274
66
$19.2M 0.51%
319,095
+217,198
67
$19M 0.51%
312,885
+68,886
68
$18.6M 0.5%
260,396
-96,768
69
$18.4M 0.49%
204,788
-14,804
70
$18M 0.48%
458,359
+86,823
71
$17.9M 0.48%
52,642
-7,709
72
$17.8M 0.47%
501,736
+426,772
73
$17.5M 0.47%
+88,684
74
$17M 0.45%
747,421
+400,552
75
$16.8M 0.45%
163,352
+24,713
1 2
3
4 5