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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.08M 0.19%
111,821
-2,394
102
$6.02M 0.19%
76,680
-137,095
103
$5.99M 0.19%
+89,787
104
$5.92M 0.19%
159,557
-159,139
105
$5.72M 0.18%
161,649
+6,975
106
$5.41M 0.17%
+741,727
107
$5.34M 0.17%
+27,018
108
$5.16M 0.16%
65,554
+56,354
109
$5.12M 0.16%
82,156
-180,771
110
$5.09M 0.16%
37,491
+21,991
111
$4.94M 0.16%
72,793
-61,622
112
$4.93M 0.16%
+234,838
113
$4.83M 0.15%
124,728
114
$4.83M 0.15%
95,006
-151,937
115
$4.76M 0.15%
+103,472
116
$4.74M 0.15%
97,463
+42,102
117
$4.68M 0.15%
+88,812
118
$4.67M 0.15%
103,491
+35,480
119
$4.64M 0.15%
39,004
-295
120
$4.61M 0.15%
146,612
-108,688
121
$4.6M 0.15%
+270,340
122
$4.49M 0.14%
64,782
123
$4.44M 0.14%
119,156
+102,447
124
$4.36M 0.14%
46,766
-39,431
125
$4.1M 0.13%
94,651
+30,074
3 4
5
6 7