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JWM
Jupiter Wealth Management Portfolio holdings
AUM
$253M
1-Year Est. Return
32.44%
This Fund
S&P 500
This Quarter
Est. Return
+13.97%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$208M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
94.3%
Top 10 Holdings %
Top 10 Hldgs %
41.44%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DuPont de Nemours
DD
|
+$9.91M |
| 2 |
Mastercard
MA
|
+$9.43M |
| 3 |
Intel
INTC
|
+$9.1M |
| 4 |
American Tower
AMT
|
+$8.8M |
| 5 |
Nike
NKE
|
+$8.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.77% |
| 2 | Consumer Discretionary | 13.75% |
| 3 | Industrials | 11.01% |
| 4 | Energy | 9.28% |
| 5 | Communication Services | 8.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Mastercard
MA
$506B
| $10.6M | 5.09% |
+43,854
| New | +$9.43M |
|
|
2
Intel
INTC
$467B
| $10.5M | 5.06% |
+179,489
| New | +$9.1M |
|
|
3
American Tower
AMT
$80.6B
| $9.68M | 4.66% |
+50,190
| New | +$8.8M |
|
|
4
Nike
NKE
$62.1B
| $9.19M | 4.43% |
+103,017
| New | +$8.5M |
|
5
Alphabet (Google) Class A
GOOGL
$4.35T
| $9.09M | 4.38% |
+146,500
| New | +$8.27M |
|
6
Home Depot
HD
$331B
| $8.41M | 4.05% |
+40,892
| New | +$7.5M |
|
7
Johnson & Johnson
JNJ
$622B
| $7.43M | 3.58% |
+54,065
| New | +$7.24M |
|
8
Walt Disney
DIS
$167B
| $7.17M | 3.45% |
+54,153
| New | +$6.05M |
|
|
9
DuPont de Nemours
DD
$18.6B
| $7.05M | 3.4% |
+71,412
| New | +$9.91M |
|
10
3M
MMM
$90.8B
| $6.95M | 3.35% |
+37,953
| New | +$6.39M |
|
11
Chevron
CVX
$391B
| $6.72M | 3.24% |
+56,053
| New | +$6.63M |
|
12
Tyson Foods
TSN
$20.9B
| $6.69M | 3.22% |
+91,050
| New | +$5.64M |
|
13
JPMorgan Chase
JPM
$938B
| $6.44M | 3.1% |
+56,766
| New | +$5.85M |
|
14
PayPal
PYPL
$48.9B
| $6.37M | 3.07% |
+59,337
| New | +$5.62M |
|
15
Crown Holdings
CCK
$12.8B
| $6.1M | 2.94% |
+108,089
| New | +$5.58M |
|
16
Phillips 66
PSX
$85.1B
| $5.64M | 2.72% |
+59,128
| New | +$5.62M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.1T
| $5.46M | 2.63% |
+26,009
| New | +$5.25M |
|
18
Rockwell Automation
ROK
$53.4B
| $4.97M | 2.39% |
+26,164
| New | +$4.45M |
|
19
Humana
HUM
$44.1B
| $4.66M | 2.24% |
+19,361
| New | +$5.58M |
|
|
20
Berkshire Hathaway Class A
BRK.A
$1.1T
| $4.42M | 2.13% |
+14
| New | +$4.24M |
|
21
Citigroup
C
$223B
| $4.17M | 2.01% |
+59,779
| New | +$3.71M |
|
22
General Dynamics
GD
$104B
| $3.77M | 1.82% |
+21,322
| New | +$3.59M |
|
23
Lockheed Martin
LMT
$134B
| $3.71M | 1.79% |
+11,797
| New | +$3.46M |
|
24
Amazon
AMZN
$2.91T
| $3.49M | 1.68% |
+37,500
| New | +$3.12M |
|
25
Bank of America
BAC
$435B
| $3.49M | 1.68% |
+116,076
| New | +$3.28M |
|
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Jupiter Wealth Management's Q1 2019 Portfolio in Review
Q1 2019 is the first quarter with a 13F filing on record for Jupiter Wealth Management, which disclosed 77 positions worth $208M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is DuPont de Nemours: 71,412 shares worth $7.05M.
By sector, the portfolio is most concentrated in Financials at 21% of assets, followed by Consumer Discretionary and Industrials.
- Jupiter Wealth Management's largest Q1 2019 buy was DuPont de Nemours: 71,412 shares worth $7.05M.
- Jupiter Wealth Management's ten largest holdings make up 41% of its $208M portfolio in Q1 2019.
- Jupiter Wealth Management disclosed 77 positions in Q1 2019, its first 13F filing on record.
Based on Jupiter Wealth Management's 13F filing for Q1 2019, filed 22 Apr 2019.