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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.7M
3
+$12M
4
VZ icon
Verizon
VZ
+$11M
5
SNDK
SANDISK CORP
SNDK
+$10.4M

Top Sells

1
+$12.6M
2
+$9.92M
3
+$9.56M
4
BBWI icon
Bath & Body Works
BBWI
+$9.54M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 1.5%
+207,952
2
$15.6M 1.48%
387,395
+246,189
3
$14.8M 1.41%
192,536
+46,944
4
$14.7M 1.4%
+219,050
5
$14.5M 1.38%
449,782
-16,254
6
$14M 1.33%
58,162
+16,594
7
$14M 1.33%
162,147
+69,569
8
$13.6M 1.29%
290,448
+235,837
9
$12.9M 1.23%
72,930
-1,974
10
$12.8M 1.22%
502,151
+40,087
11
$12.4M 1.18%
1,461,525
+639,795
12
$12.3M 1.16%
200,536
+141,900
13
$12M 1.14%
+333,345
14
$12M 1.14%
594,012
+152,610
15
$11.6M 1.1%
184,746
+89,428
16
$11.1M 1.06%
653,996
+299,432
17
$10.7M 1.02%
126,722
+107,281
18
$10.4M 0.99%
+175,420
19
$10.1M 0.96%
+211,496
20
$10.1M 0.96%
+161,954
21
$10.1M 0.96%
131,189
+70,483
22
$10.1M 0.96%
133,683
+123,570
23
$9.78M 0.93%
346,306
+220,935
24
$9.74M 0.93%
127,784
+74,497
25
$9.7M 0.92%
311,695
+191,598
1
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