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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.58M 0.18%
122,963
-15,122
127
$6.49M 0.17%
+100,969
128
$6.47M 0.17%
43,325
+4,572
129
$6.13M 0.16%
103,608
+99,995
130
$6.09M 0.16%
111,964
131
$6.05M 0.16%
64,270
-193,554
132
$6.01M 0.16%
+118,118
133
$5.91M 0.16%
376,909
-492,877
134
$5.67M 0.15%
+101,586
135
$5.23M 0.14%
735,150
+687,550
136
$4.85M 0.13%
90,415
+32,444
137
$4.73M 0.13%
90,247
+22,782
138
$4.61M 0.12%
5,598,800
+4,906,360
139
$4.59M 0.12%
+209,955
140
$4.31M 0.11%
128,582
+66,740
141
$4.29M 0.11%
79,958
-157,977
142
$4.14M 0.11%
62,771
+23,011
143
$4.08M 0.11%
+62,139
144
$3.63M 0.1%
+124,328
145
$3.43M 0.09%
97,149
+68,419
146
$3.2M 0.09%
13,696
-12,703
147
$3.11M 0.08%
+166,217
148
$2.96M 0.08%
69,590
+66,943
149
$2.84M 0.08%
+105,099
150
$2.74M 0.07%
+83,024
4 5
6
7 8