Jupiter Investment Management Ltd

data from 30/06/2020

Capitalization

$ 6.265 B 22.13 %

Average holding period

5 ans

Performance

$ 15.294 B 194 366.53 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Jupiter Investment Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/06/30 MSFT MICROSOFT CORP 5.05% 316.305 M $ 1554249 2010/09/30 79.392 M $ 29.04 %
2020/06/30 AAPL APPLE INC 4.08% 255.347 M $ 699967 2010/03/31 118.634 M $ 43.46 %
2020/06/30 AMZN AMAZON COM INC 3.13% 196.143 M $ 71097 2015/09/30 48.112 M $ 41.49 %
2020/06/30 META FACEBOOK INC 2.18% 136.488 M $ 601086 2016/03/31 22.546 M $ 36.13 %
2020/06/30 JNJ JOHNSON & JOHNSON 1.91% 119.738 M $ 851441 2012/06/30 5.701 M $ 7.24 %
2020/06/30 V VISA INC 1.90% 119.189 M $ 617020 2015/09/30 20.209 M $ 19.89 %
2020/06/30 PG PROCTER AND GAMBLE CO 1.90% 118.778 M $ 993378 2012/09/30 8.969 M $ 8.70 %
2020/06/30 MA MASTERCARD INCORPORATED 1.80% 112.604 M $ 380805 2017/12/31 3.072 M $ 22.41 %
2020/06/30 FIS FIDELITY NATL INFORMATION SV 1.72% 107.915 M $ 804800 2019/09/30 11.812 M $ 10.24 %
2020/06/30 MRK MERCK & CO. INC 1.50% 94.069 M $ 1216474 2016/12/31 595.743 K $ 0.52 %
2020/06/30 INTC INTEL CORP 1.50% 94.028 M $ 1571599 2014/12/31 3.605 M $ 10.55 %
2020/06/30 GS GOLDMAN SACHS GROUP INC 1.43% 89.767 M $ 454242 2019/09/30 19.498 M $ 27.84 %
2020/06/30 BABA ALIBABA GROUP HLDG LTD 1.37% 86.038 M $ 398880 2018/06/30 7.978 M $ 10.91 %
2020/06/30 GOOG ALPHABET INC 1.28% 79.965 M $ 56568 2015/12/31 15.522 M $ 21.57 %
2020/06/30 ORCL ORACLE CORP 1.25% 78.242 M $ 1415643 2016/03/31 2.039 M $ 14.36 %
2020/06/30 INCY INCYTE CORP 1.23% 76.743 M $ 738127 2019/09/30 20.654 M $ 41.98 %
2020/06/30 VZ VERIZON COMMUNICATIONS INC 1.22% 76.360 M $ 1385107 2012/09/30 2.617 M $ 2.61 %
2020/06/30 LLY LILLY ELI & CO 1.20% 75.097 M $ 457409 2018/06/30 7.818 M $ 18.35 %
2020/06/30 EW EDWARDS LIFESCIENCES CORP 1.16% 72.933 M $ 1055323 2013/03/31 7.756 M $ 9.92 %
2020/06/30 GOOGL ALPHABET INC 1.10% 69.202 M $ 48801 2015/09/30 6.211 M $ 22.03 %
2020/06/30 CDNS CADENCE DESIGN SYSTEM INC 1.09% 67.972 M $ 708340 2015/09/30 23.186 M $ 45.31 %
2020/06/30 INTU INTUIT 1.07% 67.267 M $ 227108 2017/06/30 15.657 M $ 28.78 %
2020/06/30 MS MORGAN STANLEY 1.07% 66.905 M $ 1385201 2019/06/30 26.664 M $ 42.06 %
2020/06/30 STT STATE STR CORP 0.99% 61.818 M $ 972761 2020/03/31 9.825 M $ 19.30 %
2020/06/30 ADSK AUTODESK INC 0.97% 60.608 M $ 253389 2020/03/31 16.023 M $ 53.23 %
2020/06/30 HUM HUMANA INC 0.93% 58.351 M $ 150488 2017/06/30 5.556 M $ 23.48 %
2020/06/30 CTXS CITRIX SYS INC 0.92% 57.633 M $ 389655 2014/12/31 2.514 M $ 4.49 %
2020/06/30 EA ELECTRONIC ARTS INC 0.90% 56.609 M $ 428698 2018/09/30 9.938 M $ 31.83 %
2020/06/30 T AT&T INC 0.90% 56.228 M $ 1860026 2018/12/31 2.617 M $ 3.73 %
2020/06/30 VRTX VERTEX PHARMACEUTICALS INC 0.88% 54.916 M $ 189164 2016/09/30 8.312 M $ 22.00 %
2020/06/30 CEF SPROTT PHYSICAL GOLD & SILVE 0.83% 51.768 M $ 3063215 2020/06/30 0.000 $ 0.00 %
2020/06/30 ACAD ACADIA PHARMACEUTICALS INC 0.82% 51.132 M $ 1054941 2020/03/31 970.599 K $ 14.72 %
2020/06/30 MANH MANHATTAN ASSOCS INC 0.75% 46.735 M $ 496129 2017/12/31 29.680 M $ 89.08 %
2020/06/30 ATVI ACTIVISION BLIZZARD INC 0.74% 46.551 M $ 613330 2019/06/30 156.154 K $ 27.64 %
2020/06/30 CERN CERNER CORP 0.74% 46.300 M $ 675431 2018/03/31 5.065 M $ 8.83 %
2020/06/30 NVDA NVIDIA CORPORATION 0.69% 42.916 M $ 112964 2019/06/30 130.135 K $ 44.26 %
2020/06/30 PAAS PAN AMERN SILVER CORP 0.68% 42.425 M $ 1396018 2020/06/30 0.000 $ 0.00 %
2020/06/30 LOW LOWES COS INC 0.67% 41.889 M $ 310017 2019/06/30 0.000 $ 0.00 %
2020/06/30 AG FIRST MAJESTIC SILVER CORP 0.64% 40.217 M $ 4044296 2020/06/30 0.000 $ 0.00 %
2020/06/30 MNST MONSTER BEVERAGE CORP NEW 0.64% 39.993 M $ 576938 2018/09/30 8.130 M $ 23.21 %
2020/06/30 AMG AFFILIATED MANAGERS GROUP IN 0.62% 38.867 M $ 521298 2019/06/30 460.472 K $ 26.07 %
2020/06/30 WAL WESTERN ALLIANCE BANCORP 0.60% 37.718 M $ 996003 2019/09/30 5.081 M $ 23.72 %
2020/06/30 TER TERADYNE INC 0.60% 37.683 M $ 445904 2019/09/30 5.321 M $ 56.01 %
2020/06/30 LMT LOCKHEED MARTIN CORP 0.60% 37.476 M $ 102698 2019/06/30 0.000 $ 0.00 %
2020/06/30 EQR EQUITY RESIDENTIAL 0.60% 37.360 M $ 635172 2016/09/30 -422.413 K $ -4.68 %
2020/06/30 PHM PULTE GROUP INC 0.58% 36.416 M $ 1070132 2019/09/30 15.982 M $ 52.46 %
2020/06/30 UNH UNITEDHEALTH GROUP INC 0.58% 36.076 M $ 122315 2018/12/31 5.850 M $ 18.27 %
2020/06/30 PSA PUBLIC STORAGE 0.57% 35.965 M $ 187426 2018/06/30 -1.784 M $ -3.38 %
2020/06/30 CI CIGNA CORP NEW 0.56% 35.387 M $ 188581 2019/09/30 0.000 $ 0.00 %
2020/06/30 BIIB BIOGEN INC 0.56% 35.060 M $ 131042 2014/09/30 -2.365 M $ -15.43 %
2020/06/30 ALSN ALLISON TRANSMISSION HLDGS I 0.53% 33.033 M $ 898151 2017/03/31 4.270 M $ 12.79 %
2020/06/30 EXEL EXELIXIS INC 0.52% 32.844 M $ 1383524 2019/12/31 3.872 M $ 37.86 %
2020/06/30 SSRM SSR MNG INC 0.52% 32.823 M $ 1540278 2020/06/30 0.000 $ 0.00 %
2020/06/30 MDU MDU RES GROUP INC 0.52% 32.578 M $ 1468830 2020/03/31 408.664 K $ 3.18 %
2020/06/30 JD JD.COM INC 0.52% 32.551 M $ 540905 2018/12/31 2.469 M $ 48.60 %
2020/06/30 PSLV SPROTT PHYSICAL SILVER TR 0.51% 32.050 M $ 4848697 2020/06/30 0.000 $ 0.00 %
2020/06/30 AMGN AMGEN INC 0.50% 31.601 M $ 133984 2014/12/31 7.117 M $ 16.34 %
2020/06/30 VST VISTRA ENERGY CORP 0.50% 31.492 M $ 1691349 2018/03/31 7.970 M $ 16.67 %
2020/06/30 XOM EXXON MOBIL CORP 0.50% 31.187 M $ 697390 2012/09/30 650.862 K $ 17.78 %
2020/06/30 AMAT APPLIED MATLS INC 0.49% 30.605 M $ 506302 2019/09/30 9.962 M $ 31.93 %
2020/06/30 TXN TEXAS INSTRS INC 0.49% 30.533 M $ 240477 2019/06/30 11.409 M $ 27.06 %
2020/06/30 NVR NVR INC 0.48% 29.905 M $ 9177 2019/09/30 6.329 M $ 26.84 %
2020/06/30 HD HOME DEPOT INC 0.47% 29.217 M $ 116631 2018/09/30 772.171 K $ 34.18 %
2020/06/30 PHYS SPROTT PHYSICAL GOLD TR 0.46% 29.000 M $ 2026538 2020/06/30 0.000 $ 0.00 %
2020/06/30 MAG MAG SILVER CORP 0.46% 28.708 M $ 2034116 2020/06/30 0.000 $ 0.00 %
2020/06/30 ALK ALASKA AIR GROUP INC 0.45% 28.442 M $ 784399 2020/06/30 0.000 $ 0.00 %
2020/06/30 OSK OSHKOSH CORP 0.45% 28.416 M $ 396765 2019/03/31 3.840 M $ 11.33 %
2020/06/30 SWKS SKYWORKS SOLUTIONS INC 0.44% 27.768 M $ 217176 2019/09/30 1.251 M $ 43.06 %
2020/06/30 KL KIRKLAND LAKE GOLD LTD 0.43% 26.863 M $ 652385 2020/06/30 0.000 $ 0.00 %
2020/06/30 EMR EMERSON ELEC CO 0.43% 26.790 M $ 431891 2020/06/30 0.000 $ 0.00 %
2020/06/30 SVM SILVERCORP METALS INC 0.43% 26.732 M $ 4998714 2020/06/30 0.000 $ 0.00 %
2020/06/30 DECK DECKERS OUTDOOR CORP 0.43% 26.683 M $ 135870 2017/12/31 16.731 M $ 46.57 %
2020/06/30 EQH EQUITABLE HLDGS INC 0.42% 26.368 M $ 1366945 2020/03/31 10.348 M $ 33.50 %
2020/06/30 AGNC AGNC INVT CORP 0.41% 25.826 M $ 2002025 2020/03/31 30.452 K $ 22.07 %
2020/06/30 DB DEUTSCHE BANK A G 0.41% 25.635 M $ 2696014 2020/06/30 0.000 $ 0.00 %
2020/06/30 TSLA TESLA INC 0.40% 25.296 M $ 23427 2019/12/31 8.794 M $ 106.09 %
2020/06/30 DRI DARDEN RESTAURANTS INC 0.40% 25.278 M $ 333622 2020/06/30 0.000 $ 0.00 %
2020/06/30 BMY BRISTOL-MYERS SQUIBB CO 0.40% 24.810 M $ 421952 2017/12/31 1.478 M $ 5.49 %
2020/06/30 CVX CHEVRON CORP NEW 0.40% 24.787 M $ 277788 2010/03/31 105.701 K $ 23.18 %
2020/06/30 BK BANK NEW YORK MELLON CORP 0.39% 24.666 M $ 638211 2019/12/31 2.343 M $ 14.76 %
2020/06/30 MFC MANULIFE FINL CORP 0.38% 23.699 M $ 1741916 2020/06/30 0.000 $ 0.00 %
2020/06/30 PVG PRETIUM RES INC 0.38% 23.552 M $ 2814658 2020/06/30 0.000 $ 0.00 %
2020/06/30 GE GENERAL ELECTRIC CO 0.36% 22.841 M $ 3344250 2019/06/30 -1.198 M $ -8.71 %
2020/06/30 CRUS CIRRUS LOGIC INC 0.36% 22.724 M $ 367822 2019/12/31 -794.555 K $ -5.87 %
2020/06/30 DPZ DOMINOS PIZZA INC 0.35% 22.021 M $ 59609 2019/06/30 149.993 K $ 14.01 %
2020/06/30 PFE PFIZER INC 0.35% 21.854 M $ 668319 2012/09/30 167.771 K $ 0.19 %
2020/06/30 QRVO QORVO INC 0.34% 21.149 M $ 191349 2019/09/30 8.413 M $ 37.08 %
2020/06/30 MXIM MAXIM INTEGRATED PRODS INC 0.34% 20.985 M $ 346234 2019/09/30 2.839 M $ 24.69 %
2020/06/30 STWD STARWOOD PPTY TR INC 0.33% 20.983 M $ 1402646 2020/03/31 284.276 K $ 46.00 %
2020/06/30 TROW PRICE T ROWE GROUP INC 0.33% 20.472 M $ 165772 2019/09/30 5.173 M $ 26.47 %
2020/06/30 FAST FASTENAL CO 0.33% 20.364 M $ 475373 2020/06/30 0.000 $ 0.00 %
2020/06/30 FSM FORTUNA SILVER MINES INC 0.32% 20.342 M $ 4002379 2020/06/30 0.000 $ 0.00 %
2020/06/30 NLY ANNALY CAPITAL MANAGEMENT IN 0.32% 20.222 M $ 3082684 2020/06/30 0.000 $ 0.00 %
2020/06/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.31% 19.562 M $ 344600 2018/06/30 3.253 M $ 18.79 %
2020/06/30 ABBV ABBVIE INC 0.30% 18.743 M $ 190912 2014/12/31 6.856 M $ 28.86 %
2020/06/30 WU WESTERN UN CO 0.30% 18.580 M $ 859393 2020/03/31 7.621 M $ 19.25 %
2020/06/30 HDB HDFC BANK LTD 0.29% 18.342 M $ 403478 2019/12/31 2.815 M $ 18.20 %
2020/06/30 REGN REGENERON PHARMACEUTICALS 0.28% 17.691 M $ 28368 2020/06/30 0.000 $ 0.00 %
2020/06/30 IDA IDACORP INC 0.28% 17.542 M $ 200785 2018/12/31 -85.225 K $ -0.48 %
2020/06/30 QCOM QUALCOMM INC 0.26% 16.457 M $ 180434 2019/06/30 30.181 M $ 34.83 %