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
$2.82B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$69M
2
+$55.7M
3
+$49.4M
4
GILD icon
Gilead Sciences
GILD
+$48.2M
5
UNP icon
Union Pacific
UNP
+$39.3M

Top Sells

1
+$37.6M
2
+$36.4M
3
+$34M
4
BHI
Baker Hughes
BHI
+$32.7M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M

Sector Composition

1 Healthcare 17.33%
2 Financials 16.18%
3 Technology 12.13%
4 Consumer Discretionary 10.71%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69M 2.45%
+459,792
2
$62M 2.2%
2,248,460
-76,380
3
$55.7M 1.97%
+349,576
4
$54.1M 1.92%
159,441
+82,231
5
$54M 1.91%
572,899
+511,476
6
$50.6M 1.79%
695,392
+88,790
7
$49.4M 1.75%
+1,051,642
8
$48.9M 1.73%
1,154,856
+133,099
9
$48.2M 1.71%
559,757
+34,269
10
$47.5M 1.68%
378,048
+68,846
11
$47.4M 1.68%
2,231,898
+1,678,980
12
$46.6M 1.65%
505,651
+301,186
13
$46.3M 1.64%
528,366
+348,111
14
$46.3M 1.64%
542,326
+138,864
15
$45.6M 1.62%
3,548,325
+305,790
16
$42.3M 1.5%
752,529
+659,561
17
$40.8M 1.45%
706,941
+138,712
18
$40.8M 1.45%
589,491
+545,891
19
$40.2M 1.43%
1,226,636
+1,174,788
20
$39.9M 1.41%
334,725
+329,979
21
$38.6M 1.37%
631,217
+606,891
22
$37.9M 1.34%
1,181,524
-172,242
23
$35M 1.24%
+268,158
24
$34.9M 1.24%
392,743
+62,710
25
$32.5M 1.15%
352,570
+289,010
1
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