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
76
$20.7M 0.36%
411,358
+308,455
77
$20.5M 0.35%
662,630
+641,351
78
$20.4M 0.35%
1,555,975
+46,270
79
$19.9M 0.34%
239,492
+231,252
80
$19.7M 0.34%
253,058
-165,030
81
$19.5M 0.34%
717,914
-912,481
82
$19.5M 0.34%
487,871
+481,825
83
$19.1M 0.33%
209,155
-338,661
84
$18.6M 0.32%
615,812
+409,926
85
$18.4M 0.32%
182,075
+130,145
86
$18.3M 0.32%
271,146
-2,748
87
$18.1M 0.31%
343,924
+66,580
88
$18.1M 0.31%
+154,642
89
$17.7M 0.31%
154,020
-271,698
90
$17.7M 0.31%
306,931
+28,690
91
$17.3M 0.3%
+348,727
92
$17.1M 0.3%
456,480
-1,888,040
93
$16.2M 0.28%
205,378
+38,068
94
$16.1M 0.28%
181,827
-471,446
95
$16M 0.28%
371,622
+72,523
96
$15.9M 0.27%
298,886
-307,316
97
$15.6M 0.27%
+859,950
98
$15.5M 0.27%
209,011
+42,702
99
$14.2M 0.25%
249,816
+76,094
100
$13.1M 0.23%
246,656
+33,731
2 3
4
5 6