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
$5.8B
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$75M
3
+$72.1M
4
GLW icon
Corning
GLW
+$63.2M
5
URI icon
United Rentals
URI
+$60.5M

Top Sells

1
+$91.1M
2
+$76.1M
3
+$71.6M
4
AMZN icon
Amazon
AMZN
+$70.8M
5
INTU icon
Intuit
INTU
+$65.1M

Sector Composition

1 Technology 20.99%
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
26
$79M 1.36%
2,727,592
+548,172
27
$73.1M 1.26%
927,943
+245,245
28
$72.1M 1.24%
914,112
+913,961
29
$66M 1.14%
1,683,471
-267,438
30
$65.7M 1.13%
2,401,623
+2,005,583
31
$65.1M 1.12%
289,771
+104,078
32
$63.2M 1.09%
+2,603,341
33
$61.4M 1.06%
463,896
-12,580
34
$60.7M 1.05%
797,704
-14,181
35
$59.6M 1.03%
506,804
-186,546
36
$54.3M 0.94%
763,077
-891,141
37
$53.8M 0.93%
2,333,931
+1,570,959
38
$52.1M 0.9%
541,598
+14,324
39
$50.7M 0.87%
1,624,581
-298,620
40
$50.6M 0.87%
2,137,519
+1,812,634
41
$49.4M 0.85%
1,450,813
+1,383,813
42
$47.5M 0.82%
1,881,634
-441,802
43
$47.1M 0.81%
1,490,458
+124,026
44
$46.7M 0.81%
1,574,380
+486,620
45
$42.3M 0.73%
+538,089
46
$41.9M 0.72%
2,364,899
+120,459
47
$41.8M 0.72%
595,777
+5,037
48
$39.3M 0.68%
1,019,280
+36,340
49
$38.9M 0.67%
+1,118,610
50
$38.1M 0.66%
22,825
+7,124
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