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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$111M
3
+$110M
4
ESRX
Express Scripts Holding Company
ESRX
+$108M
5
PRU icon
Prudential Financial
PRU
+$101M

Top Sells

1
+$147M
2
+$139M
3
+$119M
4
NOC icon
Northrop Grumman
NOC
+$96.2M
5
VLO icon
Valero Energy
VLO
+$81.9M

Sector Composition

1 Technology 22.66%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$173M 2.45%
7,352,057
+3,647,032
2
$173M 2.44%
4,442,078
+2,699
3
$146M 2.06%
2,104,174
+268,202
4
$145M 2.05%
1,627,311
+501,591
5
$144M 2.04%
1,154,714
+196,374
6
$144M 2.04%
527,072
+94,500
7
$142M 2.01%
2,157,210
+1,632,801
8
$141M 1.99%
51,758,120
-3,863,880
9
$139M 1.97%
1,729,548
+483,905
10
$138M 1.95%
2,665,751
+36,473
11
$135M 1.91%
2,166,582
+1,772,801
12
$135M 1.9%
1,082,661
+393,708
13
$133M 1.88%
933,496
+216,959
14
$131M 1.86%
528,921
+239,150
15
$131M 1.85%
1,986,156
+741,152
16
$129M 1.82%
+8,868,705
17
$123M 1.73%
2,929,250
+556,016
18
$116M 1.64%
1,422,783
-2,363
19
$111M 1.57%
820,823
+202,479
20
$110M 1.55%
+669,517
21
$109M 1.54%
5,041,260
+3,547,665
22
$106M 1.5%
1,155,079
+1,033,040
23
$101M 1.42%
942,636
+942,539
24
$99.7M 1.41%
827,259
-260,080
25
$99.4M 1.4%
1,453,453
-485,082
1
2 3 4 5