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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.56M 0.05%
+20,600
202
$1.55M 0.05%
+20,100
203
$1.48M 0.05%
+70,400
204
$1.47M 0.05%
38,300
-7,100
205
$1.46M 0.05%
53,400
+35,100
206
$1.46M 0.05%
+34,970
207
$1.42M 0.05%
+27,895
208
$1.42M 0.05%
+30,600
209
$1.35M 0.04%
62,400
+18,600
210
$1.3M 0.04%
65,017
-17,315
211
$1.29M 0.04%
+23,900
212
$1.26M 0.04%
+13,974
213
$1.24M 0.04%
+28,100
214
$1.24M 0.04%
35,268
-79,384
215
$1.24M 0.04%
17,127
+6,603
216
$1.2M 0.04%
+49,981
217
$1.2M 0.04%
17,789
-16,110
218
$1.18M 0.04%
35,961
+10,059
219
$1.17M 0.04%
+14,300
220
$1.15M 0.04%
+79,761
221
$1.14M 0.04%
+26,451
222
$1.11M 0.04%
18,765
-229,881
223
$1.03M 0.03%
+18,767
224
$1.01M 0.03%
+13,000
225
$992K 0.03%
+22,300
7 8
9
10 11