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
$1.48B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$20.5M
3
+$19.8M
4
NTAP icon
NetApp
NTAP
+$16.7M
5
INTU icon
Intuit
INTU
+$16.6M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$13.8M
4
MYGN icon
Myriad Genetics
MYGN
+$12.3M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$11.9M

Sector Composition

1 Industrials 13.79%
2 Consumer Discretionary 13.22%
3 Healthcare 12.91%
4 Financials 12.73%
5 Technology 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.33M 0.63%
942,750
-265,785
52
$9.19M 0.62%
108,076
-31,028
53
$9.01M 0.61%
106,407
+25,865
54
$8.95M 0.61%
+399,420
55
$8.57M 0.58%
156,830
+78,565
56
$8.47M 0.57%
116,642
+13,927
57
$8.39M 0.57%
438,696
-188,440
58
$8.31M 0.56%
107,994
+13,313
59
$8.07M 0.55%
131,129
+98,846
60
$8.05M 0.54%
134,719
+11,977
61
$7.99M 0.54%
262,776
-51,002
62
$7.96M 0.54%
100,931
+79,214
63
$7.83M 0.53%
117,198
-11,074
64
$7.8M 0.53%
+276,840
65
$7.74M 0.52%
289,507
-167,495
66
$7.64M 0.52%
+278,936
67
$7.45M 0.5%
+216,303
68
$7.38M 0.5%
+170,012
69
$7.36M 0.5%
49,274
-9,961
70
$7.09M 0.48%
248,219
+66,195
71
$7.03M 0.48%
171,412
+30,273
72
$7.02M 0.47%
252,824
+58,378
73
$6.96M 0.47%
392,601
+132,970
74
$6.96M 0.47%
48,951
+29,945
75
$6.89M 0.47%
380,584
-1,935
1 2
3
4 5