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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.37M 0.23%
+21,730
152
$2.37M 0.22%
+42,920
153
$2.36M 0.22%
+58,500
154
$2.1M 0.2%
+181,200
155
$2.1M 0.2%
49,414
+19,340
156
$2.08M 0.2%
72,500
-12,700
157
$2.06M 0.2%
+16,700
158
$2.05M 0.19%
+101,400
159
$2.04M 0.19%
+31,721
160
$2.04M 0.19%
+48,879
161
$2.04M 0.19%
40,600
-116,600
162
$2.04M 0.19%
+5,477
163
$2.03M 0.19%
+259,703
164
$2.02M 0.19%
+42,200
165
$2.01M 0.19%
26,587
+11,354
166
$1.99M 0.19%
46,400
-12,200
167
$1.98M 0.19%
+25,900
168
$1.98M 0.19%
+85,700
169
$1.91M 0.18%
+53,579
170
$1.88M 0.18%
16,943
-17,702
171
$1.86M 0.18%
45,143
-38,973
172
$1.78M 0.17%
+137,827
173
$1.76M 0.17%
46,096
-66,342
174
$1.75M 0.17%
+52,504
175
$1.72M 0.16%
47,047
-181,945
5 6
7
8 9