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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.72M 0.05%
+32,700
177
$1.72M 0.05%
16,600
+11,100
178
$1.72M 0.05%
+17,100
179
$1.72M 0.05%
+26,600
180
$1.71M 0.05%
+180,600
181
$1.7M 0.05%
+30,400
182
$1.69M 0.05%
+36,400
183
$1.69M 0.05%
130,000
-1,006,650
184
$1.69M 0.05%
53,500
+21,700
185
$1.68M 0.05%
+16,600
186
$1.67M 0.05%
+56,600
187
$1.67M 0.05%
+45,700
188
$1.67M 0.05%
14,782
-90,790
189
$1.67M 0.05%
66,100
-11,600
190
$1.67M 0.05%
+24,535
191
$1.66M 0.05%
+11,100
192
$1.65M 0.05%
+22,405
193
$1.63M 0.05%
+14,000
194
$1.62M 0.05%
+15,900
195
$1.61M 0.05%
32,200
+15,200
196
$1.61M 0.05%
+32,399
197
$1.61M 0.05%
+16,750
198
$1.59M 0.05%
+32,100
199
$1.57M 0.05%
+7,317
200
$1.57M 0.05%
+11,700
6 7
8
9 10