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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.6M 0.19%
204,854
-1,235,736
102
$13.4M 0.19%
120,778
+4,196
103
$13.1M 0.19%
109,147
-45,495
104
$12.6M 0.18%
68,221
+67,355
105
$12M 0.17%
262,341
-81,583
106
$11.9M 0.17%
110,949
-395,855
107
$11.7M 0.17%
1,047,812
+981,594
108
$11.4M 0.16%
+175,175
109
$11.4M 0.16%
250,839
-120,783
110
$11.3M 0.16%
195,008
+92,750
111
$10.6M 0.15%
184,849
+4,217
112
$10.5M 0.15%
330,840
-608,068
113
$10.3M 0.15%
130,618
-78,393
114
$10.3M 0.15%
116,894
+25,795
115
$9.74M 0.14%
177,021
-14,573
116
$9.65M 0.14%
78,557
+54,714
117
$9.46M 0.13%
+552,594
118
$9.46M 0.13%
+294,756
119
$9.39M 0.13%
+902,579
120
$9.37M 0.13%
189,092
-28,703
121
$8.97M 0.13%
142,190
+134,445
122
$8.91M 0.13%
453,116
+452,749
123
$8.8M 0.12%
+80,516
124
$8.73M 0.12%
111,224
-802,888
125
$8.71M 0.12%
+88,901
3 4
5
6 7