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
76
$21.7M 0.41%
250,759
+224,613
77
$21.2M 0.4%
634,746
-421,516
78
$19.4M 0.36%
53,244
-9,574
79
$18.2M 0.34%
+242,664
80
$18.1M 0.34%
149,147
+7,958
81
$18M 0.34%
739,683
+257,628
82
$17.6M 0.33%
278,470
-10,890
83
$17.5M 0.33%
878,308
+19,985
84
$17.2M 0.32%
1,295,472
+274,849
85
$17.1M 0.32%
+256,358
86
$17M 0.32%
368,228
+262,164
87
$16.8M 0.32%
586,613
-1,121,062
88
$16.5M 0.31%
+117,038
89
$16.5M 0.31%
419,785
-458,206
90
$16.2M 0.3%
1,294,273
+283,973
91
$16.2M 0.3%
+76,369
92
$16.1M 0.3%
345,440
+333,244
93
$15.2M 0.29%
245,068
+98,926
94
$15M 0.28%
829,909
+287,257
95
$14.7M 0.28%
113,231
+110,434
96
$14.6M 0.27%
278,941
-6,454
97
$14.6M 0.27%
35,284
+9,420
98
$14.6M 0.27%
819,629
-4,179
99
$14.4M 0.27%
251,854
-21,920
100
$14.3M 0.27%
+3,077,750
2 3
4
5 6