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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.91%
2 Healthcare 15.81%
3 Industrials 13.73%
4 Consumer Discretionary 10.59%
5 Energy 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.63M 0.32%
+33,854
127
$2.57M 0.31%
+53,244
128
$2.56M 0.31%
+58,850
129
$2.55M 0.31%
+52,210
130
$2.54M 0.31%
+61,488
131
$2.47M 0.3%
+66,516
132
$2.46M 0.3%
+39,000
133
$2.46M 0.3%
+318,000
134
$2.44M 0.29%
+24,600
135
$2.43M 0.29%
+14,000
136
$2.43M 0.29%
+85,200
137
$2.42M 0.29%
+23,000
138
$2.42M 0.29%
+58,465
139
$2.4M 0.29%
+49,200
140
$2.4M 0.29%
+58,600
141
$2.4M 0.29%
+46,600
142
$2.4M 0.29%
+34,800
143
$2.4M 0.29%
+66,248
144
$2.39M 0.29%
+33,800
145
$2.39M 0.29%
+75,200
146
$2.39M 0.29%
+38,000
147
$2.37M 0.29%
+59,400
148
$2.37M 0.28%
+67,000
149
$2.37M 0.28%
+32,600
150
$2.37M 0.28%
+43,400
4 5
6
7 8