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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.81M 0.06%
47,337
-5,670
152
$1.8M 0.06%
+44,343
153
$1.8M 0.06%
15,800
-2,200
154
$1.79M 0.06%
+30,208
155
$1.79M 0.06%
+79,024
156
$1.79M 0.06%
+29,700
157
$1.78M 0.06%
27,400
-4,200
158
$1.78M 0.06%
40,500
-81,235
159
$1.77M 0.06%
+22,800
160
$1.77M 0.06%
+78,400
161
$1.77M 0.06%
53,053
+8,619
162
$1.76M 0.06%
24,300
+20,700
163
$1.76M 0.06%
16,600
+14,300
164
$1.76M 0.06%
+21,900
165
$1.76M 0.06%
+51,878
166
$1.75M 0.06%
+18,600
167
$1.74M 0.06%
+31,198
168
$1.74M 0.06%
+28,500
169
$1.74M 0.06%
+37,300
170
$1.73M 0.06%
+21,600
171
$1.73M 0.06%
+38,485
172
$1.73M 0.06%
+49,768
173
$1.72M 0.05%
+11,500
174
$1.72M 0.05%
+31,200
175
$1.72M 0.05%
+39,400
5 6
7
8 9