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
51
$32.2M 0.6%
629,418
+83,869
52
$32.2M 0.6%
930,480
+45,680
53
$31.9M 0.6%
1,160,517
+100,365
54
$30.3M 0.57%
313,836
+59,057
55
$30.1M 0.56%
+135,429
56
$29.3M 0.55%
+305,563
57
$28.7M 0.54%
1,161,039
+835,511
58
$28.4M 0.53%
+934,140
59
$28.1M 0.53%
15,802
+8,608
60
$28M 0.52%
250,695
+97,066
61
$26.8M 0.5%
1,032,363
-32,592
62
$26.1M 0.49%
417,323
-292,473
63
$26.1M 0.49%
506,314
+206,615
64
$25.1M 0.47%
270,088
+197,177
65
$24.8M 0.47%
425,985
+181,813
66
$24.6M 0.46%
377,167
+354,419
67
$23.5M 0.44%
335,745
+2,041
68
$23.5M 0.44%
323,024
-13,539
69
$23.2M 0.43%
+317,400
70
$23M 0.43%
935,968
-488,392
71
$22.8M 0.43%
824,233
+512,212
72
$22.4M 0.42%
626,020
-1,345,440
73
$22M 0.41%
304,885
-115,441
74
$22M 0.41%
1,444,001
+1,104,500
75
$21.7M 0.41%
513,061
-184,553
1 2
3
4 5