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
$3.43B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$56M
3
+$54.9M
4
ULTA icon
Ulta Beauty
ULTA
+$51.8M
5
MDVN
MEDIVATION, INC.
MDVN
+$49.2M

Top Sells

1
+$64.6M
2
+$59.6M
3
+$43.4M
4
DAL icon
Delta Air Lines
DAL
+$41.9M
5
LUV icon
Southwest Airlines
LUV
+$39.2M

Sector Composition

1 Healthcare 23.63%
2 Technology 14.63%
3 Consumer Discretionary 12.23%
4 Financials 10.58%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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-50,465
377
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-287,710
378
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-3,531
379
$0 ﹤0.01%
16
-328,853
380
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-6,300
381
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-159,557
382
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-14,782
383
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-140,404
384
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-180,600
385
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-46,766
386
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-500
387
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-409
388
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-8,200
389
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-1,095
390
$0 ﹤0.01%
+26,100
391
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-16,932
392
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-69,914
393
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-7,270
394
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-28,100
395
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-600
396
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397
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-5,800
398
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-14,300
399
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-5,967
400
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-11,700
13 14 15
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