JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Fund
S&P 500
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 +$77.1M
2 +$74M
3 +$64.5M
4
GLW icon
Corning
GLW
+$61.9M
5
ROST icon
Ross Stores
ROST
+$56.5M

Top Sells

1 +$94.4M
2 +$78.9M
3 +$74M
4
PNRA
Panera Bread Co
PNRA
+$71.8M
5
INTU icon
Intuit
INTU
+$65.1M

Sector Composition

1 Technology 20.98%
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
426
-199,481
427
-327
428
-117,296
429
-9,796
430
-150,118
431
-117
432
-357
433
-225
434
-70,669
435
-357,273
436
-56,794
437
-132,215
438
-3,850
439
-38,497
440
-43,976
441
-68
442
-389,754
443
-34,873
444
-118,214
445
-528,884
446
-12,247
447
-780,662
448
-24,540
449
-5,103
450
-1,260