JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
This Fund
S&P 500
1 Year Est. Return
+13.19%
AUM
$5.13B
AUM Growth
-$2.08B
(-29%)
Holding
529
Top Buys
| 1 | +$97.8M | |
| 2 | +$67.4M | |
| 3 | +$66.5M | |
| 4 |
Goldman Sachs
GS
|
+$58.9M |
| 5 |
Pfizer
PFE
|
+$56.2M |
Top Sells
| 1 | +$88.2M | |
| 2 | +$67.3M | |
| 3 | +$63M | |
| 4 |
PepsiCo
PEP
|
+$58M |
| 5 |
Lockheed Martin
LMT
|
+$56.8M |
Sector Composition
| 1 | Technology | 27.76% |
| 2 | Healthcare | 17.41% |
| 3 | Financials | 14.27% |
| 4 | Consumer Discretionary | 8.99% |
| 5 | Communication Services | 8.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Pultegroup
PHM
$25.4B
| $30.5M | 0.59% |
1,364,801
+212,964
|
|
||
52
Autodesk
ADSK
$51.6B
| $30.1M | 0.59% |
+192,839
|
|
||
53
Ameren
AEE
$28.1B
| $30M | 0.59% |
412,070
+7,674
|
|
||
54
Chipotle Mexican Grill
CMG
$52.8B
| $30M | 0.58% |
2,290,950
+2,087,450
|
|
||
55
Allstate
ALL
$54.2B
| $28.3M | 0.55% |
308,036
-74,425
|
|
||
56
Alphabet (Google) Class A
GOOGL
$4.02T
| $28.2M | 0.55% |
485,260
-514,980
|
|
||
57
Align Technology
ALGN
$11.6B
| $27M | 0.53% |
+155,175
|
|
||
58
Bristol-Myers Squibb
BMY
$117B
| $26.9M | 0.52% |
482,937
-185,437
|
|
||
59
Copart
CPRT
$38.9B
| $26.7M | 0.52% |
1,559,212
+231,000
|
|
||
60
PNC Financial Services
PNC
$95.9B
| $26.7M | 0.52% |
278,887
+276,887
|
|
||
61
Synchrony
SYF
$26.1B
| $26.6M | 0.52% |
1,651,052
+1,575,110
|
|
||
62
Fortinet
FTNT
$60.3B
| $25.7M | 0.5% |
1,268,165
+154,850
|
|
||
63
National Fuel Gas
NFG
$7.93B
| $24.9M | 0.49% |
668,457
+236,165
|
|
||
64
Veeva Systems
VEEV
$31.4B
| $24.6M | 0.48% |
157,427
+1,623
|
|
||
65
Synopsys
SNPS
$80.2B
| $24.3M | 0.47% |
188,989
|
|
||
66
Howmet Aerospace
HWM
$84B
| $24.2M | 0.47% |
1,961,396
+1,239,915
|
|
||
67
AbbVie
ABBV
$384B
| $23.8M | 0.46% |
311,786
-827,418
|
|
||
68
Humana
HUM
$23.1B
| $23.7M | 0.46% |
75,351
+38,379
|
|
||
69
NVR
NVR
$20.9B
| $23.6M | 0.46% |
9,177
|
|
||
70
Qorvo
QRVO
$7.5B
| $22.7M | 0.44% |
281,370
+178,405
|
|
||
71
Seagate
STX
$91.3B
| $22.1M | 0.43% |
452,164
+336,353
|
|
||
72
OGE Energy
OGE
$8.93B
| $21.6M | 0.42% |
703,509
-299,105
|
|
||
73
Vipshop
VIPS
$8.26B
| $21.6M | 0.42% |
1,387,583
-1,066,417
|
|
||
74
Western Alliance Bancorporation
WAL
$10B
| $21.4M | 0.42% |
699,829
+686,291
|
|
||
75
Northrop Grumman
NOC
$97.9B
| $21M | 0.41% |
69,571
-123,912
|
|