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JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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
Reinsurance Group of America
RGA
$15.5B
| $531K | 0.06% |
+7,692
| New | +$487K |
|
|
JAH
202
DELISTED
JARDEN CORPORATION
JAH
| $514K | 0.06% |
+17,640
| New | +$530K |
|
203
Cisco
CSCO
$476B
| $513K | 0.06% |
+21,141
| New | +$476K |
|
204
Visteon
VC
$2.75B
| $502K | 0.06% |
+7,956
| New | +$481K |
|
205
Graphic Packaging
GPK
$3.51B
| $433K | 0.05% |
+56,064
| New | +$428K |
|
|
TRW
206
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $391K | 0.05% |
+5,888
| New | +$355K |
|
207
CVR Energy
CVI
$3.15B
| $385K | 0.05% |
+8,123
| New | +$446K |
|
|
PCYC
208
DELISTED
PHARMACYCLICS INC
PCYC
| $302K | 0.04% |
+3,807
| New | +$311K |
|
209
Unum
UNM
$14.2B
| $290K | 0.03% |
+9,879
| New | +$275K |
|
210
Citigroup
C
$224B
| $272K | 0.03% |
+5,689
| New | +$274K |
|
211
Coca-Cola
KO
$374B
| $192K | 0.02% |
+4,801
| New | +$199K |
|
212
Shutterstock
SSTK
$217M
| $163K | 0.02% |
+2,926
| New | +$134K |
|
|
WWAV.B
213
DELISTED
THE WHITEWAVE FOODS COMPANY CLASS B COM STK
WWAV.B
| $146K | 0.02% |
+9,646
| New | +$158K |
|
214
Assurant
AIZ
$14.7B
| $118K | 0.01% |
+2,336
| New | +$113K |
|
215
Community Health Systems
CYH
$416M
| $112K | 0.01% |
+2,908
| New | +$110K |
|
|
TWC
216
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $69K | 0.01% |
+614
| New | +$59.4K |
|
|
DNKN
217
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $61K | 0.01% |
+1,424
| New | +$57.3K |
|
218
Allegiant Air
ALGT
$2.61B
| $32K | ﹤0.01% |
+311
| New | +$29.2K |
|
|
WWAV
219
DELISTED
The WhiteWave Foods Company
WWAV
| $28K | ﹤0.01% |
+1,777
| New | +$30.4K |
|
220
HP
HPQ
$25.8B
| $22K | ﹤0.01% |
+1,993
| New | +$20.3K |
|
221
Cognizant
CTSH
$25.6B
| $20K | ﹤0.01% |
+668
| New | +$22.2K |
|
|
BHI
222
DELISTED
Baker Hughes
BHI
| $0 | ﹤0.01% |
+2
| New | +$92 |
|
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Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.