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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25M 0.35%
498,022
+191,091
77
$25M 0.35%
+716,105
78
$22.6M 0.32%
+831,800
79
$22.4M 0.32%
529,392
+184,700
80
$21.9M 0.31%
357,659
-254,502
81
$21.3M 0.3%
244,806
-552,898
82
$20.2M 0.28%
454,980
-1,500
83
$19.6M 0.28%
584,766
-989,614
84
$19.2M 0.27%
153,847
-173
85
$18.7M 0.26%
240,076
+194,656
86
$18.6M 0.26%
190,004
+187,467
87
$18.6M 0.26%
438,240
-3,469,780
88
$18.4M 0.26%
212,916
-240,486
89
$18.2M 0.26%
391,375
+141,559
90
$18.1M 0.26%
110,451
-847,604
91
$17.7M 0.25%
601,274
+598,674
92
$16.1M 0.23%
+1,642,662
93
$16M 0.23%
442,726
+82,186
94
$16M 0.23%
201,114
+138,801
95
$16M 0.23%
+123,094
96
$15.7M 0.22%
+266,610
97
$14.8M 0.21%
237,681
+131,088
98
$14.6M 0.21%
282,106
-338,186
99
$14.6M 0.21%
241,834
+124,853
100
$13.9M 0.2%
+142,590
2 3
4
5 6