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JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+13.19%
3 Year Est. Return
+43.01%
5 Year Est. Return
+82.79%
10 Year Est. Return
–
AUM
$831M
AUM Growth
–
Cap. Flow
+$846M
Cap. Flow
% of AUM
101.71%
Top 10 Holdings %
Top 10 Hldgs %
13.85%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$18.6M |
| 2 |
IBM
IBM
|
+$14.6M |
| 3 |
Valero Energy
VLO
|
+$13.2M |
| 4 |
AT&T
T
|
+$12.8M |
| 5 |
Moody's
MCO
|
+$12.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.91% |
| 2 | Healthcare | 15.81% |
| 3 | Industrials | 13.73% |
| 4 | Consumer Discretionary | 10.59% |
| 5 | Energy | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Marathon Petroleum
MPC
$91.3B
| $16.6M | 1.99% |
+466,036
| New | +$18.6M |
|
|
2
IBM
IBM
$200B
| $13.7M | 1.65% |
+74,904
| New | +$14.6M |
|
|
3
Moody's
MCO
$89.2B
| $12.6M | 1.52% |
+206,905
| New | +$12.6M |
|
|
4
AT&T
T
$152B
| $12.4M | 1.49% |
+462,064
| New | +$12.8M |
|
|
5
Valero Energy
VLO
$91.9B
| $12.1M | 1.45% |
+346,728
| New | +$13.2M |
|
6
Franklin Resources
BEN
$17B
| $10.2M | 1.23% |
+225,408
| New | +$11.5M |
|
|
BNY
7
Bank of New York Mellon
BNY
$108B
| $9.56M | 1.15% |
+340,800
| New | +$9.79M |
|
8
Bath & Body Works
BBWI
$4.21B
| $9.54M | 1.15% |
+239,731
| New | +$9.67M |
|
9
3M
MMM
$83.4B
| $9.29M | 1.12% |
+101,660
| New | +$9.23M |
|
10
Johnson Controls International
JCI
$85.7B
| $9.28M | 1.12% |
+247,727
| New | +$9.25M |
|
11
Loews
L
$23.6B
| $8.99M | 1.08% |
+202,400
| New | +$9.07M |
|
12
Biogen
BIIB
$30.4B
| $8.95M | 1.08% |
+41,568
| New | +$8.88M |
|
13
Williams Companies
WMB
$89.7B
| $8.78M | 1.06% |
+270,400
| New | +$9.73M |
|
|
CELG
14
DELISTED
Celgene Corp
CELG
| $8.51M | 1.02% |
+145,592
| New | +$8.76M |
|
15
RTX Corp
RTX
$261B
| $8.49M | 1.02% |
+145,235
| New | +$8.59M |
|
16
ExxonMobil
XOM
$611B
| $8.36M | 1.01% |
+92,578
| New | +$8.33M |
|
17
Lowe's Companies
LOW
$117B
| $8.29M | 1% |
+202,800
| New | +$8.16M |
|
18
Charter Communications
CHTR
$16.2B
| $7.84M | 0.94% |
+63,299
| New | +$6.95M |
|
19
Eli Lilly
LLY
$1.05T
| $7.72M | 0.93% |
+157,200
| New | +$8.55M |
|
20
Kroger
KR
$36B
| $7.62M | 0.92% |
+441,402
| New | +$7.52M |
|
|
CIT
21
DELISTED
CIT Group Inc.
CIT
| $7.44M | 0.9% |
+159,600
| New | +$7.06M |
|
22
Waste Management
WM
$96.1B
| $7.34M | 0.88% |
+182,000
| New | +$7.35M |
|
|
AGN
23
DELISTED
Allergan Inc
AGN
| $7.24M | 0.87% |
+86,000
| New | +$8.92M |
|
24
Alaska Air
ALK
$5.07B
| $7.19M | 0.86% |
+276,570
| New | +$8.15M |
|
25
McKesson
MCK
$98.5B
| $7.1M | 0.85% |
+62,046
| New | +$6.91M |
|
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Jupiter Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jupiter Investment Management, which disclosed 222 positions worth $831M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Marathon Petroleum: 466,036 shares worth $16.6M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Healthcare and Industrials.
- Jupiter Investment Management's largest Q2 2013 buy was Marathon Petroleum: 466,036 shares worth $16.6M.
- Jupiter Investment Management's ten largest holdings make up 14% of its $831M portfolio in Q2 2013.
- Jupiter Investment Management disclosed 222 positions in Q2 2013, its first 13F filing on record.
Based on Jupiter Investment Management's 13F filing for Q2 2013, filed 30 Jul 2013.