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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.3M 0.65%
848,400
+633,247
52
$45.1M 0.64%
+5,496,432
53
$44.1M 0.62%
1,612,962
+997,150
54
$44M 0.62%
763,614
+464,728
55
$43.5M 0.61%
152,339
+111,838
56
$42M 0.59%
+854,302
57
$41.2M 0.58%
1,312,539
-312,042
58
$40.8M 0.58%
619,039
+18,200
59
$40.1M 0.57%
1,388,546
+1,317,462
60
$39.6M 0.56%
404,501
+159,070
61
$37.8M 0.53%
1,187,059
+524,429
62
$37.6M 0.53%
4,859,968
+1,314,288
63
$37M 0.52%
396,369
+125,223
64
$36.4M 0.51%
94,003
+77,801
65
$35.2M 0.5%
723,559
+312,201
66
$32.9M 0.46%
541,359
+512,968
67
$32M 0.45%
389,233
+35,902
68
$31.5M 0.45%
262,532
+80,457
69
$30.6M 0.43%
3,781,980
-125,779
70
$27.9M 0.39%
1,223,165
-914,354
71
$27.9M 0.39%
+310,177
72
$27.1M 0.38%
+135,110
73
$26.9M 0.38%
113,172
-404,452
74
$26.7M 0.38%
325,311
+8,605
75
$26M 0.37%
+177,428
1 2
3
4 5