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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.91%
2 Healthcare 15.81%
3 Industrials 13.73%
4 Consumer Discretionary 10.59%
5 Energy 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.57M 0.43%
+53,287
102
$3.53M 0.42%
+62,505
103
$3.49M 0.42%
+112,438
104
$3.47M 0.42%
+84,116
105
$3.44M 0.41%
+95,200
106
$3.43M 0.41%
+83,616
107
$3.34M 0.4%
+71,554
108
$3.32M 0.4%
+134,659
109
$3.27M 0.39%
+58,636
110
$3.25M 0.39%
+72,768
111
$3.24M 0.39%
+45,200
112
$3.23M 0.39%
+49,080
113
$3.19M 0.38%
+140,768
114
$3.08M 0.37%
+110,983
115
$2.96M 0.36%
+65,000
116
$2.92M 0.35%
+33,745
117
$2.92M 0.35%
+92,583
118
$2.9M 0.35%
+76,954
119
$2.88M 0.35%
+65,202
120
$2.87M 0.34%
+58,906
121
$2.77M 0.33%
+29,830
122
$2.75M 0.33%
+54,611
123
$2.73M 0.33%
+32,000
124
$2.68M 0.32%
+55,800
125
$2.66M 0.32%
+76,922
3 4
5
6 7