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
101
$13.9M 0.26%
121,715
+64,423
102
$13.8M 0.26%
+253,406
103
$13.6M 0.25%
207,703
+181,770
104
$13.2M 0.25%
167,302
-201,670
105
$13.2M 0.25%
415,965
+232,733
106
$12.9M 0.24%
650,008
-840,660
107
$12.8M 0.24%
121,222
-347,431
108
$12.3M 0.23%
81,345
-11,381
109
$12.3M 0.23%
+324,650
110
$11.9M 0.22%
+124,368
111
$11.9M 0.22%
476,407
+474,662
112
$11.9M 0.22%
174,810
+153,621
113
$11.8M 0.22%
874,378
+493,598
114
$11.8M 0.22%
193,743
+60,836
115
$11.5M 0.21%
81,568
+60,580
116
$11.4M 0.21%
9,661,960
+2,390,040
117
$11.2M 0.21%
1,518,921
+295,559
118
$11.1M 0.21%
458,126
+298,219
119
$11.1M 0.21%
206,894
-177,469
120
$10.9M 0.2%
1,596,843
+1,173,535
121
$10.9M 0.2%
463,033
+249,746
122
$10.8M 0.2%
892,393
+74,186
123
$10.6M 0.2%
136,623
+33,835
124
$10.5M 0.2%
342,506
+32,561
125
$9.58M 0.18%
+148,919
3 4
5
6 7