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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.75M 0.23%
67,796
+13,900
102
$4.73M 0.23%
38,505
+294
103
$4.59M 0.23%
259,265
-59,813
104
$4.45M 0.22%
85,710
+3,251
105
$4.36M 0.21%
+59,216
106
$4.16M 0.2%
51,857
+10,486
107
$4.13M 0.2%
80,853
-16,149
108
$4.1M 0.2%
70,856
+39,167
109
$4.08M 0.2%
139,017
-68,535
110
$4.07M 0.2%
+86,148
111
$4.06M 0.2%
+88,427
112
$4.03M 0.2%
+193,904
113
$3.99M 0.2%
+80,035
114
$3.94M 0.19%
117,819
-23,768
115
$3.91M 0.19%
+78,109
116
$3.63M 0.18%
+61,560
117
$3.6M 0.18%
+47,032
118
$3.54M 0.17%
88,692
-15,983
119
$3.43M 0.17%
54,315
-45,104
120
$3.38M 0.17%
60,529
-72,917
121
$3.13M 0.15%
+65,580
122
$3.01M 0.15%
25,255
-364
123
$2.98M 0.15%
49,490
+24,444
124
$2.97M 0.15%
48,427
-24,155
125
$2.79M 0.14%
43,371
-131,497
3 4
5
6 7