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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.72M 0.16%
25,048
-4,341
177
$1.71M 0.16%
18,517
-50,795
178
$1.68M 0.16%
+39,375
179
$1.63M 0.15%
39,549
-25,653
180
$1.63M 0.15%
+29,565
181
$1.59M 0.15%
14,239
-37,645
182
$1.55M 0.15%
38,688
+3,352
183
$1.55M 0.15%
37,489
-144,511
184
$1.52M 0.14%
+14,249
185
$1.47M 0.14%
29,073
-196,335
186
$1.46M 0.14%
+32,069
187
$1.46M 0.14%
+28,376
188
$1.46M 0.14%
19,245
+11,289
189
$1.45M 0.14%
+30,164
190
$1.44M 0.14%
+52,312
191
$1.41M 0.13%
+25,823
192
$1.41M 0.13%
+110,226
193
$1.4M 0.13%
+28,981
194
$1.4M 0.13%
+114,970
195
$1.38M 0.13%
+3,266
196
$1.35M 0.13%
+10,600
197
$1.33M 0.13%
61,250
-47,500
198
$1.33M 0.13%
+42,800
199
$1.3M 0.12%
42,655
+32,776
200
$1.29M 0.12%
+16,200
6 7
8
9 10