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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.91%
2 Healthcare 15.81%
3 Industrials 13.73%
4 Consumer Discretionary 10.59%
5 Energy 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.45M 0.17%
+19,441
177
$1.39M 0.17%
+90,987
178
$1.32M 0.16%
+2,136
179
$1.26M 0.15%
+20,912
180
$1.17M 0.14%
+15,233
181
$1.16M 0.14%
+30,074
182
$1.15M 0.14%
+5,735
183
$1.11M 0.13%
+35,336
184
$1.08M 0.13%
+103,272
185
$1.07M 0.13%
+40,831
186
$1.07M 0.13%
+20,258
187
$1.06M 0.13%
+22,239
188
$1.05M 0.13%
+47,572
189
$1.05M 0.13%
+81,884
190
$996K 0.12%
+11,113
191
$982K 0.12%
+76,228
192
$975K 0.12%
+36,713
193
$950K 0.11%
+43,142
194
$908K 0.11%
+32,707
195
$903K 0.11%
+11,017
196
$860K 0.1%
+22,178
197
$807K 0.1%
+25,671
198
$786K 0.09%
+136,547
199
$707K 0.09%
+16,540
200
$652K 0.08%
+10,113
5 6 7
8
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