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
326
$604K 0.01%
14,327
+2,543
327
$598K 0.01%
+711
328
$575K 0.01%
14,408
-12,051
329
$570K 0.01%
+14,231
330
$555K 0.01%
+3,521
331
$546K 0.01%
10,144
-5,413
332
$540K 0.01%
58,889
-207,135
333
$538K 0.01%
+39,438
334
$538K 0.01%
10,052
-191,962
335
$532K 0.01%
35,933
336
$527K 0.01%
53,757
337
$526K 0.01%
9,352
338
$520K 0.01%
13,961
-16,723
339
$517K 0.01%
39,161
+2,234
340
$512K 0.01%
+11,627
341
$490K 0.01%
31,618
+27,933
342
$489K 0.01%
26,270
-27,712
343
$489K 0.01%
17,284
+5,571
344
$486K 0.01%
+12,202
345
$477K 0.01%
+18,273
346
$460K 0.01%
40,344
-13,689
347
$431K 0.01%
+11,359
348
$424K 0.01%
56,794
349
$411K 0.01%
61,872
+5,524
350
$390K 0.01%
+21,005
12 13
14
15 16