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
$1.19B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.7M
4
LGF
Lions Gate Entertainment
LGF
+$13.7M
5
PRAA icon
PRA Group
PRAA
+$12.8M

Top Sells

1
+$14.5M
2
+$14.2M
3
+$12M
4
ANDV
Andeavor
ANDV
+$11.9M
5
IBM icon
IBM
IBM
+$11.4M

Sector Composition

1 Consumer Discretionary 15.74%
2 Financials 15.29%
3 Healthcare 15.25%
4 Industrials 11.46%
5 Technology 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 1.76%
278,476
+93,730
2
$19.4M 1.63%
394,562
+104,114
3
$19.3M 1.62%
+141,164
4
$19.1M 1.61%
228,140
+9,090
5
$18.7M 1.58%
221,802
+29,266
6
$18.2M 1.54%
221,292
+13,340
7
$15.6M 1.32%
113,012
+20,279
8
$15.3M 1.29%
772,510
+178,498
9
$15M 1.26%
+275,212
10
$14.9M 1.26%
743,680
+89,684
11
$14.7M 1.24%
+1,222,042
12
$14.7M 1.24%
1,190,400
+740,776
13
$14.5M 1.22%
457,002
+431,936
14
$14.3M 1.21%
220,179
+159,669
15
$13.8M 1.17%
147,967
+21,245
16
$13.1M 1.11%
180,470
+52,686
17
$13M 1.1%
149,081
+17,892
18
$12.8M 1.08%
182,258
-18,278
19
$12.8M 1.08%
+242,021
20
$12.6M 1.06%
139,695
+36,984
21
$12.1M 1.02%
+139,104
22
$11.9M 1%
+157,298
23
$11.8M 0.99%
227,868
+66,185
24
$11.7M 0.99%
116,103
-46,044
25
$11.6M 0.97%
+96,376
1
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