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
$5.8B
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$75M
3
+$72.1M
4
GLW icon
Corning
GLW
+$63.2M
5
URI icon
United Rentals
URI
+$60.5M

Top Sells

1
+$91.1M
2
+$76.1M
3
+$71.6M
4
AMZN icon
Amazon
AMZN
+$70.8M
5
INTU icon
Intuit
INTU
+$65.1M

Sector Composition

1 Technology 20.99%
2 Healthcare 19.18%
3 Financials 14.5%
4 Industrials 9.88%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$814K 0.01%
30,301
+22,131
227
$786K 0.01%
20,151
228
$776K 0.01%
10,844
-61,505
229
$770K 0.01%
16,127
-159,131
230
$769K 0.01%
+66,218
231
$767K 0.01%
12,802
-1,999
232
$757K 0.01%
8,983
233
$755K 0.01%
18,270
234
$755K 0.01%
70,610
+1,825
235
$753K 0.01%
+23,885
236
$750K 0.01%
+3,014
237
$747K 0.01%
39,862
-3,795
238
$744K 0.01%
19,380
239
$734K 0.01%
116,240
+25,340
240
$716K 0.01%
4,908
+253
241
$712K 0.01%
+43,308
242
$700K 0.01%
42,953
+27,971
243
$694K 0.01%
+18,960
244
$687K 0.01%
+33,370
245
$669K 0.01%
+22,265
246
$664K 0.01%
+14,186
247
$652K 0.01%
+8,470
248
$633K 0.01%
11,365
249
$606K 0.01%
11,407
-5,564
250
$600K 0.01%
+1,721
8 9
10
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