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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.6M 0.37%
14,911
+1,055
77
$7.47M 0.37%
217,305
+102,447
78
$7.37M 0.36%
69,097
+5,638
79
$7.26M 0.36%
174,265
+169,565
80
$7.05M 0.35%
302,350
81
$6.92M 0.34%
150,121
+148,785
82
$6.9M 0.34%
267,447
+264,409
83
$6.89M 0.34%
+333,284
84
$6.88M 0.34%
86,387
+53,287
85
$6.85M 0.34%
106,241
-320,953
86
$6.74M 0.33%
620,304
-422,008
87
$6.54M 0.32%
61,423
-104,264
88
$6.29M 0.31%
63,560
-432
89
$5.8M 0.29%
187,790
-45,177
90
$5.72M 0.28%
47,097
+13,480
91
$5.34M 0.26%
+188,228
92
$5.32M 0.26%
502,621
+32,148
93
$5.31M 0.26%
179,446
+12,984
94
$5.17M 0.26%
+92,968
95
$5.16M 0.25%
95,786
+89,662
96
$5.14M 0.25%
+158,176
97
$5.01M 0.25%
146,980
+4,429
98
$4.96M 0.24%
+80,895
99
$4.88M 0.24%
62,014
+19,517
100
$4.77M 0.24%
107,468
-300,536
2 3
4
5 6