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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.6M 2.89%
2,324,840
+207,088
2
$43.3M 2.13%
471,628
+217,574
3
$39.7M 1.96%
+1,157,851
4
$38.8M 1.92%
525,488
+347,995
5
$37.6M 1.85%
32,448
+9,046
6
$37.3M 1.84%
191,678
+43,701
7
$37M 1.82%
309,202
+43,486
8
$35.6M 1.76%
460,560
+231,318
9
$35.4M 1.74%
+403,462
10
$35.2M 1.74%
606,602
+341,137
11
$35.2M 1.74%
1,353,766
+527,180
12
$34.5M 1.7%
1,021,757
+108,722
13
$32.7M 1.61%
503,115
+109,296
14
$32.5M 1.6%
3,242,535
+1,746,795
15
$31.5M 1.56%
+1,957,983
16
$31.2M 1.54%
+499,405
17
$30.4M 1.5%
568,229
+50,484
18
$29.3M 1.44%
585,786
+540,065
19
$28.9M 1.42%
558,597
+153,811
20
$26.7M 1.32%
330,033
+196,607
21
$26.4M 1.3%
253,030
-5,887
22
$26.2M 1.29%
2,002,362
+671,123
23
$25.6M 1.26%
363,581
+127,634
24
$25.5M 1.26%
+77,210
25
$24.8M 1.22%
931,208
+301,398
1
2 3 4 5