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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$600K 0.02%
+7,432
202
$556K 0.01%
+4,991
203
$413K 0.01%
+20,188
204
$391K 0.01%
7,773
+5,816
205
$351K 0.01%
+7,236
206
$309K 0.01%
+5,876
207
$303K 0.01%
4,943
-4,841
208
$292K 0.01%
+3,641
209
$291K 0.01%
6,657
+4,257
210
$265K 0.01%
+14,243
211
$263K 0.01%
4,731
+1,206
212
$261K 0.01%
+1,885
213
$259K 0.01%
8,404
+1,708
214
$235K 0.01%
+8,207
215
$231K 0.01%
15,751
+3,678
216
$230K 0.01%
20,172
+4,848
217
$228K 0.01%
8,816
-52,940
218
$225K 0.01%
+4,852
219
$221K 0.01%
12,045
+4,777
220
$212K 0.01%
6,214
-29,146
221
$211K 0.01%
11,790
+10,694
222
$206K 0.01%
2,350
+1,612
223
$193K 0.01%
+5,565
224
$185K ﹤0.01%
+6,449
225
$183K ﹤0.01%
7,447
-5,308
7 8
9
10 11