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
26
$44.1M 1.28%
945,407
+847,944
27
$42.5M 1.24%
2,011,408
+142,776
28
$41.7M 1.22%
1,372,544
-739,018
29
$41.5M 1.21%
894,191
-415,340
30
$39.4M 1.15%
713,169
+677,750
31
$38M 1.11%
861,070
+572,363
32
$37.7M 1.1%
601,544
-184
33
$37.2M 1.08%
228,886
+77,876
34
$36.7M 1.07%
1,597,015
-282,396
35
$36.5M 1.07%
398,703
+315,291
36
$36.3M 1.06%
566,819
37
$35.7M 1.04%
1,022,000
-66,750
38
$35.3M 1.03%
289,204
+211,674
39
$33.9M 0.99%
323,557
+100,002
40
$33.9M 0.99%
505,229
-135,636
41
$33.4M 0.97%
1,406,388
-779,046
42
$33.1M 0.97%
1,935,971
+1,073,907
43
$32.2M 0.94%
+492,169
44
$32M 0.93%
976,680
-110,502
45
$31.6M 0.92%
1,437,736
+1,391,651
46
$29.7M 0.86%
606,921
-113,669
47
$28.9M 0.84%
270,985
+132,127
48
$28M 0.81%
302,676
+166,749
49
$27M 0.79%
298,136
+298,052
50
$25.1M 0.73%
229,404
+189,924
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