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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

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
$4.7M 0.57%
+78,079
77
$4.66M 0.56%
+1,208
78
$4.63M 0.56%
+125,012
79
$4.59M 0.55%
+174,527
80
$4.57M 0.55%
+479,560
81
$4.53M 0.54%
+69,790
82
$4.41M 0.53%
+39,650
83
$4.4M 0.53%
+60,706
84
$4.38M 0.53%
+191,248
85
$4.24M 0.51%
+265,430
86
$4.24M 0.51%
+74,033
87
$4.12M 0.5%
+143,403
88
$4.08M 0.49%
+84,851
89
$4.08M 0.49%
+55,937
90
$4.04M 0.49%
+235,893
91
$3.9M 0.47%
+155,908
92
$3.83M 0.46%
+125,371
93
$3.83M 0.46%
+220,628
94
$3.8M 0.46%
+84,000
95
$3.75M 0.45%
+78,836
96
$3.71M 0.45%
+129,051
97
$3.71M 0.45%
+120,097
98
$3.69M 0.44%
+117,961
99
$3.64M 0.44%
+34,645
100
$3.6M 0.43%
+62,437
2 3
4
5 6