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
351
$8K ﹤0.01%
103
352
$8K ﹤0.01%
+174
353
$7K ﹤0.01%
367
-205,717
354
$6K ﹤0.01%
424
-50,980
355
$6K ﹤0.01%
286
356
$4K ﹤0.01%
71
-265,921
357
$4K ﹤0.01%
166
358
$4K ﹤0.01%
192
-55,436
359
– –
-175,403
360
– –
-2,915
361
– –
-9,762
362
– –
-45,704
363
– –
-420,292
364
– –
-18,841
365
– –
-23,249
366
– –
-13,326
367
– –
-42,683
368
– –
-3,076
369
– –
-864
370
– –
-121,619
371
– –
-40,436
372
– –
-2,313,835
373
– –
-218,070
374
– –
-7,369
375
– –
-511,360
13 14
15
16 17