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
51
$37.4M 0.64%
318,956
-117,044
52
$37.3M 0.64%
600,839
-6,283
53
$37.2M 0.64%
518,969
-1,062,116
54
$36.1M 0.62%
524,409
-132,410
55
$35.5M 0.61%
3,907,759
+2,943,909
56
$34.3M 0.59%
620,292
+324,031
57
$32.8M 0.57%
416,524
+206,100
58
$32.5M 0.56%
809,788
-423,718
59
$32.1M 0.55%
1,269,857
+724,991
60
$31.6M 0.54%
453,402
-259,814
61
$31.6M 0.54%
612,161
-1,927
62
$28.6M 0.49%
316,706
-160,874
63
$27.1M 0.47%
938,908
+574,768
64
$27.1M 0.47%
201,352
-14,257
65
$26.3M 0.45%
228,691
-283,550
66
$25.7M 0.44%
393,781
-282,094
67
$24.6M 0.42%
3,545,680
+1,670,976
68
$24.4M 0.42%
353,331
+4,810
69
$23M 0.4%
805,928
-543,918
70
$22.6M 0.39%
16,089
+11,455
71
$22.3M 0.38%
+1,493,595
72
$22.3M 0.38%
245,431
-135,278
73
$21.3M 0.37%
+200,914
74
$21.2M 0.37%
751,154
+748,702
75
$21.2M 0.37%
+585,030
1 2
3
4 5