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
$3.43B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$56M
3
+$54.9M
4
ULTA icon
Ulta Beauty
ULTA
+$51.8M
5
MDVN
MEDIVATION, INC.
MDVN
+$49.2M

Top Sells

1
+$64.6M
2
+$59.6M
3
+$43.4M
4
DAL icon
Delta Air Lines
DAL
+$41.9M
5
LUV icon
Southwest Airlines
LUV
+$39.2M

Sector Composition

1 Healthcare 23.63%
2 Technology 14.63%
3 Consumer Discretionary 12.23%
4 Financials 10.58%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.39M 0.16%
83,098
-2,924
102
$5.22M 0.15%
+100,015
103
$5.13M 0.15%
10,047
+9,653
104
$5.09M 0.15%
+65,547
105
$5.08M 0.15%
+68,744
106
$4.93M 0.14%
38,753
-251
107
$4.84M 0.14%
123,804
+88,834
108
$4.67M 0.14%
25,920
-83,029
109
$4.57M 0.13%
214,618
+182,927
110
$4.56M 0.13%
+101,230
111
$4.46M 0.13%
63,532
+57,593
112
$4.4M 0.13%
70,943
+6,161
113
$4.03M 0.12%
42,284
-454,993
114
$3.92M 0.11%
86,161
+78,572
115
$3.71M 0.11%
75,597
+73,937
116
$3.62M 0.11%
+147,748
117
$3.62M 0.11%
92,053
-352,941
118
$3.35M 0.1%
54,150
-79,737
119
$3.34M 0.1%
+13,574
120
$3.3M 0.1%
+94,389
121
$3.25M 0.09%
35,746
+4,735
122
$3.05M 0.09%
+54,922
123
$2.93M 0.09%
+49,173
124
$2.93M 0.09%
68,006
+27,506
125
$2.75M 0.08%
153,125
-117,215
3 4
5
6 7