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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.74M 0.13%
21,004
+15,339
127
$2.67M 0.13%
10,435
-15,796
128
$2.53M 0.12%
+190,000
129
$2.5M 0.12%
104,100
+57,300
130
$2.48M 0.12%
28,262
-65,434
131
$2.48M 0.12%
175,085
+146,482
132
$2.47M 0.12%
+196,000
133
$2.47M 0.12%
63,330
+1,288
134
$2.46M 0.12%
+536
135
$2.46M 0.12%
+76,900
136
$2.45M 0.12%
+14,900
137
$2.45M 0.12%
+43,600
138
$2.45M 0.12%
70,000
+16,600
139
$2.44M 0.12%
60,328
+6,529
140
$2.43M 0.12%
+120,600
141
$2.43M 0.12%
36,547
+2,225
142
$2.43M 0.12%
+111,900
143
$2.43M 0.12%
+19,400
144
$2.43M 0.12%
+39,700
145
$2.42M 0.12%
+19,100
146
$2.41M 0.12%
54,300
+4,300
147
$2.39M 0.12%
35,200
+7,300
148
$2.38M 0.12%
+34,800
149
$2.36M 0.12%
+56,000
150
$2.35M 0.12%
+21,400
4 5
6
7 8