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
$5.34B
AUM Growth
+$452M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$103M
3
+$97.1M
4
VLO icon
Valero Energy
VLO
+$87.6M
5
HCA icon
HCA Healthcare
HCA
+$86.8M

Top Sells

1
+$95.7M
2
+$74.6M
3
+$70.9M
4
AMZN icon
Amazon
AMZN
+$48.1M
5
INTC icon
Intel
INTC
+$47.9M

Sector Composition

1 Healthcare 23.11%
2 Technology 17.21%
3 Consumer Discretionary 9.74%
4 Financials 8.95%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.83M 0.05%
159,641
+123,093
227
$2.81M 0.05%
56,381
-357,449
228
$2.8M 0.05%
59,760
-26,304
229
$2.72M 0.05%
+37,190
230
$2.69M 0.05%
+44,828
231
$2.66M 0.05%
55,353
+52,014
232
$2.64M 0.05%
80,503
-1,461,476
233
$2.6M 0.05%
+144,698
234
$2.6M 0.05%
+82,567
235
$2.59M 0.05%
+34,187
236
$2.57M 0.05%
639,456
-5,067,264
237
$2.52M 0.05%
+58,533
238
$2.35M 0.04%
40,055
-87,302
239
$2.34M 0.04%
132,970
+53,217
240
$2.31M 0.04%
+29,988
241
$2.3M 0.04%
22,977
-9,983
242
$2.29M 0.04%
+13,713
243
$2.24M 0.04%
54,584
+6,530
244
$2.24M 0.04%
64,431
-27,976
245
$2.14M 0.04%
+145,110
246
$2.14M 0.04%
64,874
+40,277
247
$2.13M 0.04%
56,969
+32,915
248
$2.13M 0.04%
51,788
-330
249
$2.12M 0.04%
+20,857
250
$2.1M 0.04%
85,220
-71,839
8 9
10
11 12