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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.06M 0.09%
102,799
+98,759
152
$6.04M 0.09%
421,242
+116,513
153
$5.91M 0.08%
188,324
-7,297
154
$5.68M 0.08%
274,803
-180,418
155
$5.63M 0.08%
+125,243
156
$5.5M 0.08%
226,339
-76,549
157
$5.41M 0.08%
111,170
+9,485
158
$5.32M 0.08%
76,263
+42,040
159
$5.24M 0.07%
+186,857
160
$5.17M 0.07%
39,244
+1,678
161
$5.17M 0.07%
58,126
+4,676
162
$5M 0.07%
+118,997
163
$4.69M 0.07%
49,813
-3,980
164
$4.66M 0.07%
83,650
+7,115
165
$4.58M 0.06%
865,490
+185,000
166
$4.56M 0.06%
131,881
-94,202
167
$4.54M 0.06%
54,722
+4,108
168
$4.52M 0.06%
43,558
+15,841
169
$4.52M 0.06%
+112,094
170
$4.46M 0.06%
+110,349
171
$4.29M 0.06%
+44,213
172
$4.1M 0.06%
+175,673
173
$4.05M 0.06%
72,997
+56,870
174
$3.91M 0.06%
16,786
+10,287
175
$3.86M 0.05%
+185,200
5 6
7
8 9