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JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.91% |
| 2 | Healthcare | 15.81% |
| 3 | Industrials | 13.73% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Energy | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
CF Industries
CF
$17.9B
| $2.37M | 0.28% |
+69,000
| New | +$2.58M |
|
152
Brown-Forman Class B
BF.B
$13B
| $2.35M | 0.28% |
+108,750
| New | +$2.44M |
|
153
Occidental Petroleum
OXY
$55.7B
| $2.32M | 0.28% |
+27,138
| New | +$2.29M |
|
154
Campbell Soup
CPB
$6.73B
| $2.26M | 0.27% |
+50,521
| New | +$2.29M |
|
155
Huntsman Corp
HUN
$1.78B
| $2.13M | 0.26% |
+128,779
| New | +$2.36M |
|
156
Ingredion
INGR
$6.49B
| $1.94M | 0.23% |
+29,584
| New | +$2.08M |
|
157
AMC Global Media
AMCX
$490M
| $1.92M | 0.23% |
+29,389
| New | +$1.9M |
|
158
Johnson & Johnson
JNJ
$619B
| $1.85M | 0.22% |
+21,562
| New | +$1.83M |
|
|
CLGX
159
DELISTED
Corelogic, Inc.
CLGX
| $1.85M | 0.22% |
+79,674
| New | +$2.03M |
|
160
AES
AES
$10.5B
| $1.8M | 0.22% |
+150,134
| New | +$1.91M |
|
161
Alphabet (Google) Class C
GOOG
$4.36T
| $1.79M | 0.21% |
+81,424
| New | +$1.72M |
|
162
Deluxe
DLX
$1.19B
| $1.77M | 0.21% |
+50,994
| New | +$1.93M |
|
|
AOL
163
DELISTED
AOL INC COMMON STOCK
AOL
| $1.76M | 0.21% |
+48,408
| New | +$1.81M |
|
164
NRG Energy
NRG
$25.1B
| $1.75M | 0.21% |
+65,693
| New | +$1.77M |
|
165
Bread Financial
BFH
$4.44B
| $1.73M | 0.21% |
+11,974
| New | +$1.64M |
|
166
Chevron
CVX
$371B
| $1.73M | 0.21% |
+14,612
| New | +$1.77M |
|
|
MSCC
167
DELISTED
Microsemi Corp
MSCC
| $1.72M | 0.21% |
+75,533
| New | +$1.61M |
|
168
Myriad Genetics
MYGN
$304M
| $1.69M | 0.2% |
+63,036
| New | +$1.83M |
|
169
Celanese
CE
$4.82B
| $1.68M | 0.2% |
+37,491
| New | +$1.76M |
|
170
UGI
UGI
$7.35B
| $1.63M | 0.2% |
+62,468
| New | +$1.64M |
|
171
Edison International
EIX
$25.9B
| $1.57M | 0.19% |
+32,680
| New | +$1.61M |
|
172
Herc Holdings
HRI
$5.62B
| $1.57M | 0.19% |
+21,126
| New | +$1.54M |
|
|
COL
173
DELISTED
Rockwell Collins
COL
| $1.54M | 0.18% |
+24,238
| New | +$1.55M |
|
|
SWY
174
DELISTED
SAFEWAY INC
SWY
| $1.52M | 0.18% |
+71,676
| New | +$1.57M |
|
|
AVP
175
DELISTED
Avon Products, Inc.
AVP
| $1.48M | 0.18% |
+70,574
| New | +$1.58M |
|
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Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.