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
101
$13M 0.22%
+289,200
102
$12.1M 0.21%
116,582
+47,358
103
$11.8M 0.2%
217,795
+131,038
104
$11.7M 0.2%
360,540
+20,288
105
$11.4M 0.2%
75,120
-5,424
106
$11.3M 0.19%
215,153
-22,929
107
$11.1M 0.19%
180,632
108
$10.3M 0.18%
191,594
-23,695
109
$10.3M 0.18%
40,501
+3,984
110
$9.61M 0.17%
122,039
+110,371
111
$9.31M 0.16%
174,374
-4,269
112
$9.12M 0.16%
132,133
+85,997
113
$8.86M 0.15%
59,349
+19,589
114
$8.8M 0.15%
344,692
+4,056
115
$8.79M 0.15%
49,452
116
$8.11M 0.14%
70,750
+19,979
117
$8.05M 0.14%
226,083
-585,654
118
$7.86M 0.14%
91,099
-9,952
119
$7.71M 0.13%
252,807
+218,051
120
$7.28M 0.13%
1,977,351
-1,259,598
121
$7.27M 0.13%
679,533
-150,670
122
$7.2M 0.12%
455,221
-384,774
123
$7.18M 0.12%
68,239
124
$7.17M 0.12%
67,865
125
$6.94M 0.12%
+106,307
3 4
5
6 7