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
$831M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.7M
3
+$12.6M
4
T icon
AT&T
T
+$12.4M
5
VLO icon
Valero Energy
VLO
+$12.1M

Top Sells

No sells this quarter

Sector Composition

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
$16.6M 1.99%
+466,036
2
$13.7M 1.65%
+74,904
3
$12.6M 1.52%
+206,905
4
$12.4M 1.49%
+462,064
5
$12.1M 1.45%
+346,728
6
$10.2M 1.23%
+225,408
7
$9.56M 1.15%
+340,800
8
$9.54M 1.15%
+239,731
9
$9.29M 1.12%
+101,660
10
$9.28M 1.12%
+247,727
11
$8.99M 1.08%
+202,400
12
$8.95M 1.08%
+41,568
13
$8.78M 1.06%
+270,400
14
$8.51M 1.02%
+145,592
15
$8.49M 1.02%
+145,235
16
$8.36M 1.01%
+92,578
17
$8.29M 1%
+202,800
18
$7.84M 0.94%
+63,299
19
$7.72M 0.93%
+157,200
20
$7.62M 0.92%
+441,402
21
$7.44M 0.9%
+159,600
22
$7.34M 0.88%
+182,000
23
$7.24M 0.87%
+86,000
24
$7.19M 0.86%
+276,570
25
$7.1M 0.85%
+62,046
1
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