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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.7M 0.45%
160,967
-42,532
77
$16.5M 0.44%
183,183
+86,711
78
$15.8M 0.42%
131,278
+40,249
79
$15.8M 0.42%
+433,654
80
$15.5M 0.41%
+122,155
81
$15M 0.4%
197,774
-18,075
82
$14.7M 0.39%
+11,532
83
$14.4M 0.38%
666,252
+527,750
84
$14.4M 0.38%
231,246
+151,043
85
$13.9M 0.37%
437,473
+62,538
86
$13.5M 0.36%
640,443
+485,478
87
$13.3M 0.36%
482,936
+390,091
88
$12.6M 0.34%
191,515
+34,039
89
$12.5M 0.33%
111,897
+40,896
90
$12.4M 0.33%
451,862
+413,685
91
$12.3M 0.33%
189,267
-74,380
92
$12.2M 0.32%
+594,792
93
$11.7M 0.31%
217,090
-331,147
94
$11.6M 0.31%
175,477
+71,374
95
$11.4M 0.3%
193,006
+56,302
96
$11.4M 0.3%
6,914
+2,374
97
$10.9M 0.29%
+129,081
98
$10.6M 0.28%
195,083
+47,540
99
$10.3M 0.27%
664,536
-90,802
100
$9.74M 0.26%
113,290
+110,729
2 3
4
5 6