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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.18M 0.03%
+11,912
177
$1.17M 0.03%
+31,788
178
$1.16M 0.03%
+19,386
179
$1.15M 0.03%
+36,369
180
$1.13M 0.03%
+16,512
181
$1.12M 0.03%
+29,466
182
$1.09M 0.03%
25,412
-133,502
183
$1.08M 0.03%
26,401
-7,760
184
$1.06M 0.03%
38,976
+417
185
$998K 0.03%
17,141
+560
186
$969K 0.03%
16,373
+4,255
187
$917K 0.02%
4,844
+3,934
188
$912K 0.02%
6,932
+5,714
189
$856K 0.02%
+27,330
190
$832K 0.02%
14,162
-101,639
191
$814K 0.02%
47,660
-508,480
192
$782K 0.02%
25,416
-527,952
193
$773K 0.02%
+32,190
194
$721K 0.02%
+7,411
195
$721K 0.02%
+8,975
196
$696K 0.02%
11,246
-76,356
197
$690K 0.02%
+6,590
198
$689K 0.02%
+34,223
199
$688K 0.02%
+9,476
200
$650K 0.02%
+38,646
6 7
8
9 10