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
$5.77B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$107M
3
+$89M
4
CELG
Celgene Corp
CELG
+$86.1M
5
AMGN icon
Amgen
AMGN
+$85.8M

Top Sells

1
+$126M
2
+$110M
3
+$97.2M
4
EL icon
Estee Lauder
EL
+$72.4M
5
VMW
VMware, Inc
VMW
+$64.9M

Sector Composition

1 Healthcare 24.72%
2 Technology 19.89%
3 Consumer Discretionary 12.55%
4 Financials 10.99%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.7M 0.2%
238,082
+31,188
102
$11.4M 0.2%
80,544
-801
103
$11.4M 0.2%
963,850
+798,850
104
$11.4M 0.2%
175,258
-192,970
105
$10.9M 0.19%
2,205,942
+208,762
106
$10.9M 0.19%
69,443
+11,974
107
$10.8M 0.19%
396,040
-538,100
108
$10.7M 0.19%
426,917
+204,504
109
$10.7M 0.18%
166,309
-27,434
110
$10.5M 0.18%
3,236,949
+1,149,865
111
$10.4M 0.18%
389,754
-73,279
112
$10.3M 0.18%
508,992
+364,294
113
$10.3M 0.18%
364,140
-571,828
114
$10.2M 0.18%
+49,452
115
$9.7M 0.17%
299,099
+280,826
116
$9.57M 0.17%
215,289
+183,169
117
$9.29M 0.16%
178,643
+10,517
118
$9.05M 0.16%
340,252
+70,968
119
$8.76M 0.15%
+324,885
120
$8.69M 0.15%
+36,517
121
$8.44M 0.15%
+173,722
122
$8.33M 0.14%
94,116
-818,119
123
$8.11M 0.14%
157,414
+102,830
124
$7.81M 0.14%
+511,360
125
$7.69M 0.13%
+67,865
3 4
5
6 7