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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.15M 0.39%
130,178
+54,978
102
$4.08M 0.39%
42,400
+17,800
103
$4.01M 0.38%
+169,877
104
$4M 0.38%
+112,460
105
$3.98M 0.38%
+144,100
106
$3.9M 0.37%
116,975
+40,053
107
$3.87M 0.37%
31,888
+17,276
108
$3.87M 0.37%
92,516
+34,051
109
$3.86M 0.37%
+69,700
110
$3.86M 0.37%
+66,800
111
$3.77M 0.36%
+74,400
112
$3.72M 0.35%
136,996
-3,772
113
$3.68M 0.35%
+113,798
114
$3.67M 0.35%
+38,510
115
$3.56M 0.34%
+211,269
116
$3.55M 0.34%
70,200
-8,636
117
$3.49M 0.33%
69,083
-15,768
118
$3.42M 0.33%
90,170
+6,554
119
$3.38M 0.32%
+57,900
120
$3.33M 0.32%
+124,900
121
$3.23M 0.31%
28,178
-11,472
122
$3.19M 0.3%
118,000
+38,326
123
$3.18M 0.3%
19,300
+5,300
124
$3.12M 0.3%
60,510
+1,660
125
$3.1M 0.3%
+83,200
3 4
5
6 7