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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.95M 0.47%
106,148
+33,380
77
$4.89M 0.46%
+91,145
78
$4.88M 0.46%
67,108
+64,182
79
$4.85M 0.46%
140,332
+91,924
80
$4.72M 0.45%
+96,028
81
$4.64M 0.44%
+61,200
82
$4.63M 0.44%
+100,324
83
$4.63M 0.44%
221,903
+87,244
84
$4.63M 0.44%
259,580
-5,850
85
$4.62M 0.44%
+92,048
86
$4.57M 0.43%
59,026
+26,426
87
$4.52M 0.43%
144,000
+77,000
88
$4.5M 0.43%
123,816
-6,784
89
$4.46M 0.42%
91,048
-53,970
90
$4.38M 0.42%
+63,548
91
$4.37M 0.42%
122,611
+45,657
92
$4.35M 0.41%
+86,700
93
$4.33M 0.41%
175,488
-37,200
94
$4.32M 0.41%
83,554
+63,296
95
$4.28M 0.41%
+88,980
96
$4.25M 0.4%
103,110
-34,820
97
$4.24M 0.4%
50,041
-23,083
98
$4.24M 0.4%
42,458
-59,202
99
$4.17M 0.4%
58,514
+52,626
100
$4.16M 0.4%
215,329
-5,299
2 3
4
5 6