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JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
|
TUP
126
DELISTED
Tupperware Brands Corporation
TUP
| $2.63M | 0.32% |
+33,854
| New | +$2.74M |
|
127
Westlake Corp
WLK
$9.9B
| $2.57M | 0.31% |
+53,244
| New | +$2.39M |
|
|
WDR
128
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $2.56M | 0.31% |
+58,850
| New | +$2.59M |
|
129
Hanover Insurance
THG
$8.06B
| $2.55M | 0.31% |
+52,210
| New | +$2.57M |
|
130
Healthpeak Properties
DOC
$14.5B
| $2.54M | 0.31% |
+61,488
| New | +$2.8M |
|
131
Thomson Reuters
TRI
$43.4B
| $2.47M | 0.3% |
+65,489
| New | +$2.53M |
|
|
HOT
132
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $2.46M | 0.3% |
+39,000
| New | +$2.53M |
|
133
CSX Corp
CSX
$93.9B
| $2.46M | 0.3% |
+318,000
| New | +$2.61M |
|
134
McDonald's
MCD
$196B
| $2.44M | 0.29% |
+24,600
| New | +$2.46M |
|
135
Ralph Lauren
RL
$23.6B
| $2.43M | 0.29% |
+14,000
| New | +$2.46M |
|
136
Weyerhaeuser
WY
$18.3B
| $2.43M | 0.29% |
+85,200
| New | +$2.58M |
|
137
Boston Properties
BXP
$11B
| $2.42M | 0.29% |
+23,000
| New | +$2.5M |
|
138
International Paper
IP
$21.5B
| $2.42M | 0.29% |
+58,465
| New | +$2.53M |
|
|
PARA
139
DELISTED
Paramount Global Class B
PARA
| $2.4M | 0.29% |
+49,200
| New | +$2.25M |
|
|
FRX
140
DELISTED
FOREST LABORATORIES INC
FRX
| $2.4M | 0.29% |
+58,600
| New | +$2.26M |
|
141
Medtronic
MDT
$110B
| $2.4M | 0.29% |
+46,600
| New | +$2.3M |
|
142
Target
TGT
$66.8B
| $2.4M | 0.29% |
+34,800
| New | +$2.42M |
|
143
Oneok
OKE
$55.4B
| $2.4M | 0.29% |
+66,248
| New | +$2.72M |
|
144
Bunge Global
BG
$20.9B
| $2.39M | 0.29% |
+33,800
| New | +$2.38M |
|
145
Invesco
IVZ
$14B
| $2.39M | 0.29% |
+75,200
| New | +$2.41M |
|
146
Omnicom Group
OMC
$22.6B
| $2.39M | 0.29% |
+38,000
| New | +$2.33M |
|
|
MRSH
147
Marsh
MRSH
$92.2B
| $2.37M | 0.29% |
+59,400
| New | +$2.32M |
|
148
Lumen
LUMN
$6.09B
| $2.37M | 0.28% |
+67,000
| New | +$2.44M |
|
149
Norfolk Southern
NSC
$76.9B
| $2.37M | 0.28% |
+32,600
| New | +$2.49M |
|
150
Emerson Electric
EMR
$87.5B
| $2.37M | 0.28% |
+43,400
| New | +$2.44M |
|
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Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.