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
276
$1.46M 0.03%
41,696
+33,648
277
$1.46M 0.03%
114,782
-223,921
278
$1.4M 0.03%
16,579
279
$1.39M 0.03%
+24,286
280
$1.37M 0.03%
52,895
+51,640
281
$1.32M 0.02%
18,528
-612,605
282
$1.3M 0.02%
77,302
+44,904
283
$1.27M 0.02%
35,770
-4,757
284
$1.24M 0.02%
+37,749
285
$1.23M 0.02%
+89,959
286
$1.23M 0.02%
97,147
-69,086
287
$1.18M 0.02%
+89,543
288
$1.14M 0.02%
56,183
+34,591
289
$1.13M 0.02%
+8,105
290
$1.08M 0.02%
85,917
-553,940
291
$1.06M 0.02%
38,976
292
$1.05M 0.02%
+16,179
293
$1M 0.02%
+16,905
294
$990K 0.02%
+23,245
295
$985K 0.02%
18,337
+15,348
296
$970K 0.02%
23,989
+22,652
297
$959K 0.02%
+37,644
298
$912K 0.02%
20,644
-7,165
299
$912K 0.02%
18,720
-61,278
300
$903K 0.02%
18,040
-482,731
10 11
12
13 14