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
251
$593K 0.01%
19,966
-1,957
252
$555K 0.01%
8,765
-27,493
253
$549K 0.01%
42,624
-1,171,541
254
$540K 0.01%
36,421
255
$539K 0.01%
24,473
+5,535
256
$538K 0.01%
28,258
+7,305
257
$524K 0.01%
+48,456
258
$518K 0.01%
+14,889
259
$516K 0.01%
+15,060
260
$506K 0.01%
+19,838
261
$489K 0.01%
21,290
-3,818
262
$475K 0.01%
+20,350
263
$467K 0.01%
41,525
-505,808
264
$465K 0.01%
6,087
-88,029
265
$448K 0.01%
7,745
-149,669
266
$410K 0.01%
+6,526
267
$395K 0.01%
+13,500
268
$387K 0.01%
+8,400
269
$381K 0.01%
+3,811
270
$378K 0.01%
+8,300
271
$376K 0.01%
+6,100
272
$376K 0.01%
+6,100
273
$375K 0.01%
28,798
-26,378
274
$373K 0.01%
+22,500
275
$372K 0.01%
4,900
-785,565
9 10
11
12 13