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
301
$882K 0.02%
+83,803
302
$882K 0.02%
+8,583
303
$855K 0.02%
13,340
-30,639
304
$823K 0.02%
58,135
+11,594
305
$813K 0.02%
26,607
306
$803K 0.02%
18,253
+2,294
307
$800K 0.02%
+9,893
308
$790K 0.01%
42,186
-616,307
309
$789K 0.01%
9,702
-9,209
310
$789K 0.01%
66,273
+25,900
311
$777K 0.01%
18,006
-25,711
312
$773K 0.01%
16,268
-48,935
313
$772K 0.01%
9,235
-3,033
314
$739K 0.01%
+24,764
315
$710K 0.01%
4,893
-70,508
316
$685K 0.01%
38,413
317
$683K 0.01%
19,533
+10,505
318
$676K 0.01%
39,971
319
$659K 0.01%
6,770
+4,821
320
$648K 0.01%
+62,209
321
$638K 0.01%
28,024
+11,540
322
$634K 0.01%
+16,923
323
$632K 0.01%
+39,546
324
$614K 0.01%
48,372
-13,079
325
$611K 0.01%
31,867
+30,848
11 12
13
14 15