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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.48M 0.07%
50,024
+43,088
202
$1.44M 0.07%
+55,400
203
$1.44M 0.07%
24,700
+14,400
204
$1.43M 0.07%
26,253
-83,134
205
$1.43M 0.07%
20,062
+4,449
206
$1.41M 0.07%
+88,100
207
$1.41M 0.07%
25,900
+8,000
208
$1.37M 0.07%
41,100
+21,700
209
$1.35M 0.07%
25,798
-10,517
210
$1.3M 0.06%
+33,100
211
$1.28M 0.06%
35,976
-22,170
212
$1.27M 0.06%
26,800
+22,800
213
$1.25M 0.06%
15,400
-15,300
214
$1.25M 0.06%
+13,100
215
$1.24M 0.06%
21,361
+9,401
216
$1.22M 0.06%
+83,666
217
$1.2M 0.06%
+18,000
218
$1.17M 0.06%
+16,200
219
$1.17M 0.06%
29,250
+21,750
220
$1.15M 0.06%
+46,100
221
$1.12M 0.06%
29,081
+4,503
222
$1.12M 0.06%
+17,300
223
$1.1M 0.05%
37,126
-16,600
224
$1.09M 0.05%
+17,459
225
$1.08M 0.05%
+13,400
7 8
9
10 11