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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.1M 0.35%
120,642
-231,928
77
$11M 0.35%
140,404
-19,223
78
$10.9M 0.35%
65,060
-19,164
79
$10.5M 0.33%
+525,144
80
$10.1M 0.32%
138,037
+43,288
81
$9.77M 0.31%
128,999
-460,492
82
$9.23M 0.29%
110,970
-111,456
83
$9.17M 0.29%
77,530
+4,657
84
$8.78M 0.28%
+54,578
85
$8.73M 0.28%
16,682,240
+9,696,120
86
$8.57M 0.27%
+336,816
87
$8.18M 0.26%
242,647
-185,247
88
$8.12M 0.26%
231,516
+33,432
89
$7.91M 0.25%
83,412
-444,954
90
$7.84M 0.25%
221,848
-72,552
91
$7.83M 0.25%
+180,731
92
$7.8M 0.25%
151,812
+107,986
93
$7.55M 0.24%
636,440
+347,620
94
$7.33M 0.23%
+133,887
95
$7.12M 0.23%
266,795
-307,867
96
$6.74M 0.21%
115,139
+86,749
97
$6.28M 0.2%
267,714
-34,636
98
$6.21M 0.2%
+80,929
99
$6.16M 0.2%
+236,653
100
$6.12M 0.19%
86,022
+5,127
2 3
4
5 6