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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$108M 2.87%
3,186,540
+1,782,360
2
$104M 2.76%
3,382,160
+3,346,060
3
$101M 2.68%
3,822,184
-988,240
4
$93.4M 2.49%
923,045
+19,064
5
$90.9M 2.42%
580,370
+95,352
6
$87.2M 2.32%
1,803,268
+436,641
7
$85.3M 2.27%
986,268
-5,655
8
$72M 1.92%
817,344
+125,681
9
$69.5M 1.85%
717,098
+89,755
10
$68M 1.81%
704,700
+230,996
11
$66.6M 1.77%
2,023,048
-10,982
12
$65.7M 1.75%
214,353
+128,912
13
$56.7M 1.51%
3,355,485
-291,795
14
$55.4M 1.48%
594,311
-177,545
15
$54.1M 1.44%
703,943
+529,129
16
$52.7M 1.4%
1,353,720
+463,920
17
$52.4M 1.4%
532,099
-112,150
18
$52.4M 1.4%
955,864
+950,948
19
$49.8M 1.33%
1,076,630
-1,002,816
20
$47M 1.25%
674,345
-420,810
21
$45.9M 1.22%
588,613
-154,390
22
$44.5M 1.19%
2,137,537
+1,244,237
23
$43.2M 1.15%
917,237
24
$43.2M 1.15%
1,291,071
+1,284,732
25
$42.9M 1.14%
1,244,335
+232,986
1
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