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
$6.26B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$95.8M
2 +$62M
3 +$56.3M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$51.8M
5
META icon
Meta Platforms (Facebook)
META
+$51.5M

Top Sells

1 +$136M
2 +$100M
3 +$67.4M
4
PFE icon
Pfizer
PFE
+$64.9M
5
VRSN icon
VeriSign
VRSN
+$58.7M

Sector Composition

1 Technology 26.2%
2 Healthcare 15.76%
3 Financials 14.22%
4 Consumer Discretionary 11.22%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MCY icon
126
Mercury Insurance
MCY
$5.16B
$11.8M 0.19%
289,243
-53,188
LH icon
127
Labcorp
LH
$22.5B
$11.8M 0.19%
+82,547
CTSH icon
128
Cognizant
CTSH
$37.7B
$11.6M 0.19%
204,753
+162,673
VIPS icon
129
Vipshop
VIPS
$9.95B
$11.6M 0.19%
584,048
-803,535
CMI icon
130
Cummins
CMI
$69B
$11.5M 0.18%
66,649
+28,071
MEDP icon
131
Medpace
MEDP
$16.7B
$11.4M 0.18%
123,023
-47,051
RGLD icon
132
Royal Gold
RGLD
$17B
$11.2M 0.18%
89,891
-45,717
CGNX icon
133
Cognex
CGNX
$6.43B
$11.1M 0.18%
186,351
+169,219
VRSN icon
134
VeriSign
VRSN
$23.4B
$10.8M 0.17%
52,444
-283,593
AYI icon
135
Acuity Brands
AYI
$11.3B
$10.8M 0.17%
112,649
+18,561
HSIC icon
136
Henry Schein
HSIC
$8.75B
$10.8M 0.17%
184,569
+81,453
SIRI icon
137
SiriusXM
SIRI
$7.05B
$10.7M 0.17%
182,356
+75,566
MELI icon
138
Mercado Libre
MELI
$106B
$10.6M 0.17%
+10,725
SA
139
Seabridge Gold
SA
$2.94B
$10.5M 0.17%
+600,916
STMP
140
DELISTED
Stamps.com, Inc.
STMP
$10.3M 0.16%
+56,132
INFY icon
141
Infosys
INFY
$72.7B
$10.2M 0.16%
1,051,900
-133,000
SYF icon
142
Synchrony
SYF
$28.1B
$10.1M 0.16%
455,870
-1,195,182
ONC
143
BeOne Medicines Ltd
ONC
$37.1B
$10.1M 0.16%
53,600
+43,200
XEC
144
DELISTED
CIMAREX ENERGY CO
XEC
$10.1M 0.16%
366,865
+305,913
TGT icon
145
Target
TGT
$41.7B
$9.75M 0.16%
81,327
+42,770
MCD icon
146
McDonald's
MCD
$218B
$9.71M 0.15%
52,623
+50,898
HWM icon
147
Howmet Aerospace
HWM
$80.8B
$9.64M 0.15%
608,168
-1,353,228
SNPS icon
148
Synopsys
SNPS
$81.1B
$9.59M 0.15%
49,182
-139,807
FNF icon
149
Fidelity National Financial
FNF
$16.1B
$9.51M 0.15%
+322,503
CADE
150
DELISTED
Cadence Bancorporation
CADE
$8.93M 0.14%
+1,007,509