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
51
$24.9M 0.73%
+288,827
52
$24.5M 0.71%
196,077
+188,677
53
$23.9M 0.7%
1,973,900
+1,843,900
54
$23M 0.67%
299,187
+233,633
55
$22.1M 0.65%
+215,664
56
$21M 0.61%
217,006
+38,524
57
$20.8M 0.61%
+60,837
58
$20.8M 0.61%
427,215
+338,403
59
$20.4M 0.6%
695,066
+135,637
60
$20M 0.58%
174,998
+167,135
61
$19.9M 0.58%
155,832
-45,717
62
$19.1M 0.56%
296,213
-87,488
63
$18.6M 0.54%
313,488
-373,739
64
$18.4M 0.54%
356,497
+325,297
65
$18M 0.53%
401,068
+116,534
66
$18M 0.53%
+247,664
67
$17.9M 0.52%
688,520
+132,297
68
$17.7M 0.52%
290,155
+284,296
69
$16.8M 0.49%
+205,767
70
$16M 0.47%
+199,872
71
$15.7M 0.46%
+140,967
72
$15.7M 0.46%
160,712
-295,095
73
$14.5M 0.42%
397,107
-414,324
74
$14.5M 0.42%
112,056
+106,700
75
$14.4M 0.42%
+253,516
1 2
3
4 5