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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

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
$2.37M 0.28%
+69,000
152
$2.35M 0.28%
+108,750
153
$2.32M 0.28%
+27,138
154
$2.26M 0.27%
+50,521
155
$2.13M 0.26%
+128,779
156
$1.94M 0.23%
+29,584
157
$1.92M 0.23%
+29,389
158
$1.85M 0.22%
+21,562
159
$1.85M 0.22%
+79,674
160
$1.8M 0.22%
+150,134
161
$1.79M 0.21%
+81,424
162
$1.77M 0.21%
+50,994
163
$1.76M 0.21%
+48,408
164
$1.75M 0.21%
+65,693
165
$1.73M 0.21%
+11,974
166
$1.73M 0.21%
+14,612
167
$1.72M 0.21%
+75,533
168
$1.69M 0.2%
+63,036
169
$1.68M 0.2%
+37,491
170
$1.63M 0.2%
+62,468
171
$1.57M 0.19%
+32,680
172
$1.57M 0.19%
+21,126
173
$1.54M 0.18%
+24,238
174
$1.52M 0.18%
+71,676
175
$1.48M 0.18%
+70,574
5 6
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