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
26
$58.9M 1.1%
+448,385
27
$52.6M 0.99%
1,037,328
+769,048
28
$52.6M 0.99%
704,039
+48,737
29
$51.8M 0.97%
529,002
+58,032
30
$51.4M 0.96%
897,826
-64,974
31
$48.4M 0.91%
2,092,010
+620,030
32
$47.6M 0.89%
721,107
-334,266
33
$47.4M 0.89%
552,761
+543,478
34
$46.5M 0.87%
1,218,452
+23,211
35
$46.5M 0.87%
673,616
-7,074
36
$46M 0.86%
1,122,744
+1,101,346
37
$45.3M 0.85%
297,834
-466,000
38
$44.4M 0.83%
424,003
+85,833
39
$43.7M 0.82%
1,742,371
+396,928
40
$42.1M 0.79%
1,266,678
+183,972
41
$40.4M 0.76%
1,701,297
+991,853
42
$40.3M 0.75%
+386,518
43
$38.8M 0.73%
111,198
-3,875
44
$38.8M 0.73%
1,000,262
-286,095
45
$36.6M 0.69%
307,270
-14,069
46
$36.5M 0.68%
1,498,210
+282,686
47
$36.4M 0.68%
799,378
+64,802
48
$34.5M 0.65%
+4,105,670
49
$34.3M 0.64%
794,261
+283,315
50
$34.2M 0.64%
145,262
+77,620
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