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
$3.43B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$56M
3
+$54.9M
4
ULTA icon
Ulta Beauty
ULTA
+$51.8M
5
MDVN
MEDIVATION, INC.
MDVN
+$49.2M

Top Sells

1
+$64.6M
2
+$59.6M
3
+$43.4M
4
DAL icon
Delta Air Lines
DAL
+$41.9M
5
LUV icon
Southwest Airlines
LUV
+$39.2M

Sector Composition

1 Healthcare 23.63%
2 Technology 14.63%
3 Consumer Discretionary 12.23%
4 Financials 10.58%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.01%
14,400
-21,480
227
$258K 0.01%
9,655
-1,191,770
228
$239K 0.01%
+25,300
229
$222K 0.01%
4,087
-14,680
230
$221K 0.01%
3,178
-19,227
231
$213K 0.01%
5,700
+3,200
232
$185K 0.01%
4,034
+3,602
233
$169K ﹤0.01%
+1,500
234
$168K ﹤0.01%
+21,200
235
$144K ﹤0.01%
+2,450
236
$129K ﹤0.01%
+3,400
237
$128K ﹤0.01%
+6,300
238
$121K ﹤0.01%
2,200
-39,383
239
$102K ﹤0.01%
+1,400
240
$96K ﹤0.01%
+10,700
241
$91K ﹤0.01%
+5,341
242
$83K ﹤0.01%
+1,074
243
$81K ﹤0.01%
+1,370
244
$68K ﹤0.01%
+2,925
245
$59K ﹤0.01%
1,521
-42,822
246
$34K ﹤0.01%
+1,200
247
$34K ﹤0.01%
1,276
-1,256,768
248
$34K ﹤0.01%
+500
249
$32K ﹤0.01%
426
-128,573
250
$27K ﹤0.01%
484
-16,643
8 9
10
11 12