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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.27M 0.12%
57,874
-17,246
127
$8.22M 0.12%
970,779
+291,246
128
$7.8M 0.11%
288,764
-2,314,577
129
$7.72M 0.11%
68,239
130
$7.67M 0.11%
157,270
-17,104
131
$7.63M 0.11%
112,277
-406,692
132
$7.48M 0.11%
+53,336
133
$7.43M 0.1%
153,818
+65,644
134
$7.3M 0.1%
+103,236
135
$7.29M 0.1%
45,589
-13,760
136
$7.11M 0.1%
+108,933
137
$7.08M 0.1%
143,270
+134,870
138
$7.07M 0.1%
100,131
+7,694
139
$7.03M 0.1%
+102,532
140
$6.89M 0.1%
+70,815
141
$6.87M 0.1%
61,415
+3,034
142
$6.76M 0.1%
+709,171
143
$6.67M 0.09%
197,270
+173,385
144
$6.49M 0.09%
+109,608
145
$6.49M 0.09%
815,741
+216,713
146
$6.37M 0.09%
96,302
+91,867
147
$6.29M 0.09%
+79,307
148
$6.28M 0.09%
+489,260
149
$6.12M 0.09%
+132,800
150
$6.07M 0.09%
266,235
+20,498
4 5
6
7 8