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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.91%
2 Healthcare 15.81%
3 Industrials 13.73%
4 Consumer Discretionary 10.59%
5 Energy 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$531K 0.06%
+7,692
202
$514K 0.06%
+17,640
203
$513K 0.06%
+21,141
204
$502K 0.06%
+7,956
205
$433K 0.05%
+56,064
206
$391K 0.05%
+5,888
207
$385K 0.05%
+8,123
208
$302K 0.04%
+3,807
209
$290K 0.03%
+9,879
210
$272K 0.03%
+5,689
211
$192K 0.02%
+4,801
212
$163K 0.02%
+2,926
213
$146K 0.02%
+9,646
214
$118K 0.01%
+2,336
215
$112K 0.01%
+2,908
216
$69K 0.01%
+614
217
$61K 0.01%
+1,424
218
$32K ﹤0.01%
+311
219
$28K ﹤0.01%
+1,777
220
$22K ﹤0.01%
+1,993
221
$20K ﹤0.01%
+668
222
$0 ﹤0.01%
+2
5 6 7 8
9