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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.09M 0.29%
+38,000
127
$3.06M 0.29%
70,700
+14,900
128
$3.04M 0.29%
105,450
-37,953
129
$3.04M 0.29%
91,500
-44,500
130
$3.03M 0.29%
82,909
-12,291
131
$3.02M 0.29%
+143,100
132
$3M 0.28%
33,427
+6,289
133
$2.88M 0.27%
+26,300
134
$2.85M 0.27%
58,101
+58,099
135
$2.84M 0.27%
+160,157
136
$2.83M 0.27%
133,811
-85,181
137
$2.8M 0.27%
44,130
+6,130
138
$2.8M 0.27%
73,842
+69,041
139
$2.73M 0.26%
41,048
+2,048
140
$2.69M 0.26%
+22,400
141
$2.67M 0.25%
171,360
+89,476
142
$2.62M 0.25%
120,048
+38,624
143
$2.6M 0.25%
51,526
-32,474
144
$2.59M 0.25%
+63,400
145
$2.58M 0.24%
+60,166
146
$2.56M 0.24%
+81,208
147
$2.48M 0.24%
+88,100
148
$2.46M 0.23%
27,225
-58,775
149
$2.45M 0.23%
54,114
-17,440
150
$2.44M 0.23%
59,900
+9,379
4 5
6
7 8