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
$2.82B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$69M
2
+$55.7M
3
+$49.4M
4
GILD icon
Gilead Sciences
GILD
+$48.2M
5
UNP icon
Union Pacific
UNP
+$39.3M

Top Sells

1
+$37.6M
2
+$36.4M
3
+$34M
4
BHI
Baker Hughes
BHI
+$32.7M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M

Sector Composition

1 Healthcare 17.33%
2 Financials 16.18%
3 Technology 12.13%
4 Consumer Discretionary 10.71%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.12M 0.18%
56,794
-403,766
127
$4.87M 0.17%
49,699
-186,645
128
$4.87M 0.17%
+97,553
129
$4.84M 0.17%
86,850
+21,270
130
$4.8M 0.17%
117,819
131
$4.79M 0.17%
121,735
+15,494
132
$4.76M 0.17%
39,299
+794
133
$4.67M 0.17%
352,407
-1,251,393
134
$4.38M 0.16%
94,679
+5,987
135
$4.11M 0.15%
89,056
-271,903
136
$4.09M 0.15%
58,626
+4,311
137
$4.09M 0.15%
413
+398
138
$4.03M 0.14%
64,782
+46,870
139
$3.97M 0.14%
43,627
+18,876
140
$3.83M 0.14%
114,652
+92,402
141
$3.66M 0.13%
181,601
-12,303
142
$3.64M 0.13%
+25,688
143
$3.5M 0.12%
+6,986,120
144
$3.42M 0.12%
288,820
-331,484
145
$3.24M 0.11%
278,790
+174,690
146
$3.13M 0.11%
+159,147
147
$3.05M 0.11%
+112,447
148
$3.01M 0.11%
64,577
+57,484
149
$2.99M 0.11%
50,791
-9,738
150
$2.99M 0.11%
100,886
+9,254
4 5
6
7 8