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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.65M 0.07%
25,233
-28,767
152
$2.63M 0.07%
+13,006
153
$2.63M 0.07%
101,030
-1,855,745
154
$2.6M 0.07%
115,627
+115,536
155
$2.58M 0.07%
+81,262
156
$2.52M 0.07%
+89,230
157
$2.5M 0.07%
20,864
-16,048
158
$2.45M 0.07%
67,896
+2,922
159
$2.29M 0.06%
31,729
+8,297
160
$2.12M 0.06%
+32,305
161
$2.1M 0.06%
68,258
-52,483
162
$2.1M 0.06%
13,666
-48,634
163
$2.09M 0.06%
57,199
-296,464
164
$1.79M 0.05%
+15,495
165
$1.75M 0.05%
24,168
+11,235
166
$1.72M 0.05%
+68,378
167
$1.59M 0.04%
63,313
-290,578
168
$1.53M 0.04%
+56,283
169
$1.48M 0.04%
19,570
170
$1.38M 0.04%
8,245
-9,927
171
$1.34M 0.04%
48,679
-262,839
172
$1.32M 0.04%
16,579
-855
173
$1.26M 0.03%
+107,424
174
$1.22M 0.03%
28,358
-2,190
175
$1.22M 0.03%
+20,052
5 6
7
8 9