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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.94M 0.13%
+121,126
127
$3.91M 0.12%
70,700
-16,150
128
$3.82M 0.12%
255,218
-285,163
129
$3.72M 0.12%
39,480
-502,846
130
$3.61M 0.12%
69,914
-127,857
131
$3.5M 0.11%
+77,516
132
$3.24M 0.1%
73,425
-21,254
133
$3.08M 0.1%
+253,674
134
$3M 0.1%
36,625
-7,002
135
$2.82M 0.09%
+386,412
136
$2.75M 0.09%
+31,011
137
$2.72M 0.09%
50,465
+14,765
138
$2.48M 0.08%
+44,947
139
$2.46M 0.08%
60,915
+44,805
140
$2.31M 0.07%
99,740
-109,753
141
$2.2M 0.07%
41,583
-149,413
142
$2.12M 0.07%
+36,807
143
$2.11M 0.07%
65,489
+50,291
144
$2.05M 0.07%
47,352
-289,314
145
$2.05M 0.07%
31,947
-63,790
146
$2.03M 0.06%
36,148
+1,321
147
$1.89M 0.06%
+31,687
148
$1.82M 0.06%
35,419
+19,897
149
$1.82M 0.06%
30,002
-12,255
150
$1.81M 0.06%
165,637
-113,153
4 5
6
7 8