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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.69M 0.05%
112,000
-1,338,813
177
$3.64M 0.05%
32,059
+11,116
178
$3.62M 0.05%
+51,268
179
$3.36M 0.05%
+96,036
180
$3.29M 0.05%
+97,972
181
$3.23M 0.05%
53,269
+46,743
182
$3.22M 0.05%
57,911
183
$3.17M 0.04%
+83,580
184
$3.15M 0.04%
61,356
-47,424
185
$3.04M 0.04%
+84,344
186
$3.04M 0.04%
124,105
-54,806
187
$2.96M 0.04%
38,052
+10,834
188
$2.96M 0.04%
+208,159
189
$2.81M 0.04%
87,017
-165,790
190
$2.68M 0.04%
22,257
-10,496
191
$2.68M 0.04%
+65,981
192
$2.62M 0.04%
48,443
-55,879
193
$2.54M 0.04%
183,998
+113,388
194
$2.44M 0.03%
+42,623
195
$2.43M 0.03%
+44,590
196
$2.42M 0.03%
+87,628
197
$2.35M 0.03%
+31,825
198
$2.31M 0.03%
17,858
199
$2.29M 0.03%
+19,179
200
$2.28M 0.03%
+28,505
6 7
8
9 10