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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.27M 0.03%
135,568
-2,229,331
202
$2.26M 0.03%
66,941
-27,249
203
$2.21M 0.03%
+79,152
204
$2.17M 0.03%
154,968
+90,202
205
$1.88M 0.03%
17,704
206
$1.85M 0.03%
+27,034
207
$1.84M 0.03%
+43,051
208
$1.82M 0.03%
15,373
209
$1.82M 0.03%
24,846
210
$1.78M 0.03%
+61,553
211
$1.77M 0.03%
+82,358
212
$1.72M 0.02%
180,391
-1,375,584
213
$1.71M 0.02%
+227,172
214
$1.71M 0.02%
+90,405
215
$1.69M 0.02%
29,617
+23,427
216
$1.65M 0.02%
+52,738
217
$1.62M 0.02%
44,006
+35,406
218
$1.52M 0.02%
19,129
-233,929
219
$1.5M 0.02%
+57,019
220
$1.49M 0.02%
16,579
221
$1.38M 0.02%
30,869
-9,600
222
$1.37M 0.02%
55,775
+15,085
223
$1.28M 0.02%
54,515
-216,121
224
$1.24M 0.02%
38,976
225
$1.24M 0.02%
42,100
+20,810
7 8
9
10 11