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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.45M 0.25%
+140,975
102
$9.38M 0.25%
91,270
-72,232
103
$9.21M 0.25%
24,197
+12,144
104
$8.96M 0.24%
125,929
+117,929
105
$8.9M 0.24%
63,867
-278,940
106
$8.7M 0.23%
181,892
+179,079
107
$8.56M 0.23%
181,233
+19,880
108
$8.48M 0.23%
78,453
+62,553
109
$8.43M 0.22%
+11,363
110
$8.4M 0.22%
316,723
+90,177
111
$8.35M 0.22%
317,077
+285,959
112
$8.22M 0.22%
230,313
+229,053
113
$8.21M 0.22%
+274,294
114
$8.19M 0.22%
132,555
-110,736
115
$8.17M 0.22%
139,364
+25,355
116
$8.16M 0.22%
196,627
+135,601
117
$7.8M 0.21%
+264,232
118
$7.51M 0.2%
+62,429
119
$7.43M 0.2%
186,288
-104,514
120
$7.11M 0.19%
+251,328
121
$7.1M 0.19%
187,942
+18,861
122
$7M 0.19%
126,478
+126,346
123
$6.71M 0.18%
164,464
+16,078
124
$6.66M 0.18%
278,190
+270,846
125
$6.63M 0.18%
+127,970
3 4
5
6 7