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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.24M 0.12%
45,531
+8,818
202
$1.23M 0.12%
92,218
-57,916
203
$1.18M 0.11%
17,731
-3,395
204
$1.15M 0.11%
25,069
-7,611
205
$1.15M 0.11%
+13,326
206
$1.13M 0.11%
+40,047
207
$1.13M 0.11%
49,719
+2,147
208
$1.11M 0.11%
57,210
-171,190
209
$1.1M 0.1%
+22,608
210
$1.07M 0.1%
14,600
-61,200
211
$1.04M 0.1%
+11,300
212
$1.04M 0.1%
+22,282
213
$1.04M 0.1%
9,300
+8,686
214
$1.03M 0.1%
13,700
-51,100
215
$1.03M 0.1%
+18,764
216
$1.03M 0.1%
+17,086
217
$1.02M 0.1%
+29,400
218
$1.02M 0.1%
13,500
-20,300
219
$1.02M 0.1%
+37,800
220
$1.02M 0.1%
+54,600
221
$1.01M 0.1%
+21,665
222
$1.01M 0.1%
+20,700
223
$1.01M 0.1%
18,600
-66,000
224
$1.01M 0.1%
+88,900
225
$1.01M 0.1%
11,160
-18,670
7 8
9
10 11