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JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
|
WBC
176
DELISTED
WABCO HOLDINGS INC.
WBC
| $1.45M | 0.17% |
+19,441
| New | +$1.41M |
|
177
Goodyear
GT
$1.94B
| $1.39M | 0.17% |
+90,987
| New | +$1.24M |
|
|
ONIT
178
Onity Group
ONIT
$311M
| $1.32M | 0.16% |
+2,136
| New | +$1.29M |
|
179
Lear
LEA
$7.93B
| $1.26M | 0.15% |
+20,912
| New | +$1.21M |
|
180
Procter & Gamble
PG
$342B
| $1.17M | 0.14% |
+15,233
| New | +$1.2M |
|
|
PL
181
DELISTED
PROTECTIVE LIFE CORP
PL
| $1.16M | 0.14% |
+30,074
| New | +$1.14M |
|
182
Mettler-Toledo International
MTD
$28.5B
| $1.15M | 0.14% |
+5,735
| New | +$1.22M |
|
|
SYNT
183
DELISTED
Syntel Inc
SYNT
| $1.11M | 0.13% |
+35,336
| New | +$1.15M |
|
184
GameStop
GME
$8.63B
| $1.08M | 0.13% |
+103,272
| New | +$914K |
|
185
Terex
TEX
$7.47B
| $1.07M | 0.13% |
+40,831
| New | +$1.26M |
|
186
JPMorgan Chase
JPM
$947B
| $1.07M | 0.13% |
+20,258
| New | +$1.03M |
|
|
OCR
187
DELISTED
OMNICARE INC
OCR
| $1.06M | 0.13% |
+22,239
| New | +$995K |
|
|
TXNM
188
TXNM Energy Inc
TXNM
$5.92B
| $1.05M | 0.13% |
+47,572
| New | +$1.09M |
|
|
HBI
189
DELISTED
Hanesbrands
HBI
| $1.05M | 0.13% |
+81,884
| New | +$1.01M |
|
190
Enovis
ENOV
$1.51B
| $996K | 0.12% |
+11,113
| New | +$916K |
|
191
Southwest Airlines
LUV
$23B
| $982K | 0.12% |
+76,228
| New | +$1.04M |
|
192
Pfizer
PFE
$149B
| $975K | 0.12% |
+36,713
| New | +$1.01M |
|
193
First American
FAF
$7.67B
| $950K | 0.11% |
+43,142
| New | +$1.06M |
|
194
O-I Glass
OI
$1.09B
| $908K | 0.11% |
+32,707
| New | +$883K |
|
195
Dillards
DDS
$9.64B
| $903K | 0.11% |
+11,017
| New | +$932K |
|
|
SWI
196
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $860K | 0.1% |
+22,178
| New | +$1.02M |
|
|
SGEN
197
DELISTED
Seagen Inc. Common Stock
SGEN
| $807K | 0.1% |
+25,671
| New | +$895K |
|
|
BRCD
198
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $786K | 0.09% |
+136,547
| New | +$763K |
|
199
HF Sinclair
DINO
$14.7B
| $707K | 0.09% |
+16,540
| New | +$790K |
|
200
Lennox International
LII
$15.1B
| $652K | 0.08% |
+10,113
| New | +$636K |
|
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Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.