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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.34M 0.12%
132,500
+10,000
152
$2.32M 0.11%
+149,292
153
$2.31M 0.11%
+59,100
154
$2.31M 0.11%
74,100
+38,500
155
$2.3M 0.11%
43,826
+4,284
156
$2.29M 0.11%
30,100
+14,867
157
$2.28M 0.11%
91,632
+18,363
158
$2.28M 0.11%
67,900
+16,800
159
$2.24M 0.11%
+22,600
160
$2.23M 0.11%
+60,000
161
$2.23M 0.11%
+22,500
162
$2.23M 0.11%
+150,500
163
$2.22M 0.11%
92,705
+54,992
164
$2.2M 0.11%
+59,400
165
$2.2M 0.11%
+95,033
166
$2.2M 0.11%
47,500
-417,092
167
$2.19M 0.11%
+47,258
168
$2.19M 0.11%
22,300
+5,726
169
$2.18M 0.11%
70,360
+41,183
170
$2.18M 0.11%
35,493
-37,535
171
$2.17M 0.11%
+83,500
172
$2.17M 0.11%
+122,385
173
$2.17M 0.11%
40,600
-75,871
174
$2.17M 0.11%
+51,908
175
$2.14M 0.11%
43,238
+4,151
5 6
7
8 9