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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.11M 0.1%
+24,326
177
$2.09M 0.1%
33,171
-6,512
178
$2.09M 0.1%
+27,600
179
$2.07M 0.1%
24,751
-20,076
180
$2.07M 0.1%
+54,888
181
$2.06M 0.1%
+21,500
182
$2.05M 0.1%
40,600
-7,700
183
$2M 0.1%
+32,000
184
$1.79M 0.09%
9,881
-57,939
185
$1.79M 0.09%
+37,363
186
$1.77M 0.09%
8,823
-13,026
187
$1.69M 0.08%
35,366
+11,191
188
$1.67M 0.08%
+70,684
189
$1.67M 0.08%
40,076
+12,576
190
$1.66M 0.08%
96,600
+47,000
191
$1.65M 0.08%
+16,800
192
$1.65M 0.08%
+16,791
193
$1.58M 0.08%
51,848
-35,377
194
$1.58M 0.08%
81,100
+27,200
195
$1.58M 0.08%
+73,419
196
$1.57M 0.08%
+15,000
197
$1.56M 0.08%
+43,185
198
$1.55M 0.08%
18,900
-5,000
199
$1.52M 0.07%
28,363
200
$1.5M 0.07%
+25,400
6 7
8
9 10