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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.7M 2.25%
2,272,500
+24,040
2
$67.7M 2.15%
688,347
-7,045
3
$67M 2.13%
418,919
+69,343
4
$66M 2.1%
2,111,562
+1,607,503
5
$64.6M 2.06%
447,522
-12,270
6
$63M 2%
149,116
-10,325
7
$62.3M 1.98%
403,403
+25,355
8
$61.9M 1.97%
832,523
+409,566
9
$59.6M 1.9%
689,904
+130,147
10
$59.2M 1.88%
1,675,478
+813,482
11
$57.1M 1.82%
496,911
+228,753
12
$56.5M 1.8%
1,309,531
+624,605
13
$54.7M 1.74%
2,016,125
+1,313,228
14
$54.1M 1.72%
3,756,255
+207,930
15
$53.9M 1.71%
497,277
+162,552
16
$53.8M 1.71%
1,214,354
+59,498
17
$53.1M 1.69%
1,385,052
+203,528
18
$52.7M 1.68%
896,539
-155,103
19
$51.9M 1.65%
2,185,434
-46,464
20
$51.7M 1.65%
2,242,110
+920,064
21
$47.6M 1.51%
274,420
+109,727
22
$45.9M 1.46%
455,807
+366,875
23
$44.6M 1.42%
411,899
+404,956
24
$42.5M 1.35%
1,879,411
+652,775
25
$41.9M 1.33%
+932,542
1
2 3 4 5