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
401
$40K ﹤0.01%
+815
402
$37K ﹤0.01%
+2,328
403
$34K ﹤0.01%
1,765
-17,933
404
$25K ﹤0.01%
+632
405
$24K ﹤0.01%
+309
406
$15K ﹤0.01%
+668
407
$13K ﹤0.01%
+288
408
$13K ﹤0.01%
175
-39,630
409
$13K ﹤0.01%
+271
410
$12K ﹤0.01%
+761
411
$12K ﹤0.01%
416
-10,885
412
$9K ﹤0.01%
152
413
$8K ﹤0.01%
183
-123,318
414
$8K ﹤0.01%
265
-15,733
415
$8K ﹤0.01%
392
-1,273,983
416
$7K ﹤0.01%
103
-139,975
417
$6K ﹤0.01%
286
-40,403
418
$5K ﹤0.01%
72
-158,607
419
$5K ﹤0.01%
225
-55,596
420
$4K ﹤0.01%
166
-397,094
421
$4K ﹤0.01%
+228
422
$2K ﹤0.01%
68
-268,366
423
$1K ﹤0.01%
57
-756,905
424
$1K ﹤0.01%
117
-121,117
425
– –
-26,057
15 16
17
18 19