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
251
$2.05M 0.04%
+332,065
252
$2.02M 0.04%
16,807
+4,167
253
$2.01M 0.04%
15,140
+868
254
$1.99M 0.04%
632,495
+254,160
255
$1.97M 0.04%
24,197
+22,623
256
$1.94M 0.04%
8,533
-11,921
257
$1.89M 0.04%
52,370
-270,690
258
$1.88M 0.04%
+39,218
259
$1.85M 0.03%
202,404
+61,492
260
$1.84M 0.03%
+32,590
261
$1.81M 0.03%
+287,360
262
$1.81M 0.03%
+19,753
263
$1.8M 0.03%
352,600
+72,600
264
$1.77M 0.03%
141,129
-271,902
265
$1.77M 0.03%
42,697
-246,107
266
$1.76M 0.03%
20,164
+5,246
267
$1.76M 0.03%
+165,000
268
$1.67M 0.03%
19,570
269
$1.66M 0.03%
32,120
+12,097
270
$1.64M 0.03%
99,716
+83,664
271
$1.63M 0.03%
+14,487
272
$1.55M 0.03%
5,347
+905
273
$1.54M 0.03%
+18,256
274
$1.5M 0.03%
27,263
-21,480
275
$1.5M 0.03%
100,000
+15,000
9 10
11
12 13