We are live on
!
Find out more
JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.91% |
| 2 | Healthcare | 15.81% |
| 3 | Industrials | 13.73% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Energy | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Expedia Group
EXPE
$37.1B
| $4.7M | 0.57% |
+78,079
| New | +$4.63M |
|
|
CHK
77
DELISTED
Chesapeake Energy Corporation
CHK
| $4.66M | 0.56% |
+1,208
| New | +$4.64M |
|
78
Generac Holdings
GNRC
$12.7B
| $4.63M | 0.56% |
+125,012
| New | +$4.54M |
|
79
Southern Copper
SCCO
$165B
| $4.59M | 0.55% |
+179,282
| New | +$5.33M |
|
80
Regions Financial
RF
$26.9B
| $4.57M | 0.55% |
+479,560
| New | +$4.18M |
|
81
DuPont de Nemours
DD
$19.6B
| $4.53M | 0.54% |
+55,599
| New | +$4.69M |
|
82
GE Aerospace
GE
$386B
| $4.41M | 0.53% |
+39,650
| New | +$4.39M |
|
83
Cigna
CI
$73.9B
| $4.4M | 0.53% |
+60,706
| New | +$4.09M |
|
84
Encompass Health
EHC
$12.4B
| $4.38M | 0.53% |
+191,248
| New | +$4.32M |
|
|
SYA
85
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
| $4.24M | 0.51% |
+265,430
| New | +$3.71M |
|
86
Colgate-Palmolive
CL
$74B
| $4.24M | 0.51% |
+74,033
| New | +$4.39M |
|
87
Avis
CAR
$4.88B
| $4.12M | 0.5% |
+143,403
| New | +$4.31M |
|
88
Allstate
ALL
$67.7B
| $4.08M | 0.49% |
+84,851
| New | +$4.13M |
|
89
Prudential Financial
PRU
$41.8B
| $4.08M | 0.49% |
+55,937
| New | +$3.63M |
|
90
Masco
MAS
$15.2B
| $4.04M | 0.49% |
+235,893
| New | +$4.24M |
|
91
TJX Companies
TJX
$178B
| $3.9M | 0.47% |
+155,908
| New | +$3.85M |
|
92
Portland General Electric
POR
$5.76B
| $3.83M | 0.46% |
+125,371
| New | +$3.9M |
|
93
Booz Allen Hamilton
BAH
$9.01B
| $3.83M | 0.46% |
+220,628
| New | +$3.5M |
|
|
TEN
94
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $3.8M | 0.46% |
+84,000
| New | +$3.45M |
|
|
DFS
95
DELISTED
Discover Financial Services
DFS
| $3.75M | 0.45% |
+78,836
| New | +$3.62M |
|
96
Delek US
DK
$3.6B
| $3.71M | 0.45% |
+129,051
| New | +$4.53M |
|
97
Hartford Financial Services
HIG
$39.2B
| $3.71M | 0.45% |
+120,097
| New | +$3.46M |
|
98
United Airlines
UAL
$41.6B
| $3.69M | 0.44% |
+117,961
| New | +$3.75M |
|
99
Credit Acceptance
CACC
$6.03B
| $3.64M | 0.44% |
+34,645
| New | +$3.73M |
|
100
Motorola Solutions
MSI
$77.7B
| $3.6M | 0.43% |
+62,437
| New | +$3.66M |
|
Similar funds
BC
SCRM
FIM
GFPC
IC
I
MC
FTI
Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.