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
126
$2.71M 0.08%
78,741
-321,686
127
$2.7M 0.08%
30,901
+9,301
128
$2.68M 0.08%
78,921
-82,728
129
$2.61M 0.08%
+34,652
130
$2.53M 0.07%
55,314
+27,419
131
$2.37M 0.07%
+189,477
132
$2.36M 0.07%
61,090
+57,390
133
$2.17M 0.06%
36,148
134
$2.16M 0.06%
32,212
-82,927
135
$2.13M 0.06%
+3,194
136
$2.08M 0.06%
+39,643
137
$2.04M 0.06%
+27,581
138
$2.04M 0.06%
+47,752
139
$2.03M 0.06%
30,002
140
$1.87M 0.05%
36,510
-8,437
141
$1.77M 0.05%
44,705
-2,632
142
$1.77M 0.05%
22,623
-14,002
143
$1.68M 0.05%
109,407
-719,356
144
$1.62M 0.05%
+31,277
145
$1.58M 0.05%
+24,379
146
$1.52M 0.04%
23,432
-8,515
147
$1.44M 0.04%
20,879
-117,158
148
$1.44M 0.04%
8,447
-56,613
149
$1.34M 0.04%
+13,375
150
$1.33M 0.04%
+49,441
4 5
6
7 8