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
351
$383K 0.01%
2,811
-1,982
352
$378K 0.01%
8,017
-18,685
353
$363K 0.01%
+24,452
354
$361K 0.01%
13,883
-36,759
355
$317K 0.01%
+3,517
356
$315K 0.01%
6,870
-10,958
357
$303K 0.01%
6,510
-69,002
358
$299K 0.01%
+2,648
359
$277K 0.01%
+22,873
360
$274K 0.01%
+4,232
361
$273K 0.01%
8,622
-488,132
362
$257K ﹤0.01%
+17,948
363
$252K ﹤0.01%
16,789
-98,283
364
$252K ﹤0.01%
+17,351
365
$251K ﹤0.01%
8,050
-343,720
366
$229K ﹤0.01%
11,399
-8,534
367
$225K ﹤0.01%
+2,838
368
$216K ﹤0.01%
+4,943
369
$215K ﹤0.01%
2,919
-28,810
370
$194K ﹤0.01%
3,145
-153,143
371
$194K ﹤0.01%
3,332
-276,680
372
$185K ﹤0.01%
+10,438
373
$181K ﹤0.01%
9,398
-4,327
374
$179K ﹤0.01%
+12,099
375
$171K ﹤0.01%
8,644
-72,699
13 14
15
16 17