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
126
$9.39M 0.18%
168,126
-543,077
127
$9.06M 0.17%
135,358
+130,478
128
$8.99M 0.17%
+735,652
129
$8.84M 0.17%
133,234
-100,613
130
$8.78M 0.16%
734,863
+423,903
131
$8.76M 0.16%
+986,531
132
$8.73M 0.16%
388,005
-974,086
133
$8.65M 0.16%
1,411,968
+1,201,704
134
$8.62M 0.16%
214,106
-41,148
135
$8.59M 0.16%
200,245
-52,537
136
$8.55M 0.16%
116,788
+99,364
137
$8.3M 0.16%
+65,002
138
$8.2M 0.15%
+57,469
139
$8.06M 0.15%
94,729
+75,147
140
$8.03M 0.15%
513,539
+487,469
141
$7.95M 0.15%
247,252
-66,022
142
$7.92M 0.15%
644,545
+313,642
143
$7.49M 0.14%
2,087,084
-316,893
144
$7.37M 0.14%
1,948,465
+501,925
145
$7.08M 0.13%
+8,267
146
$7.06M 0.13%
68,239
-925,907
147
$7.05M 0.13%
310,063
+173,485
148
$7.03M 0.13%
+79,888
149
$6.94M 0.13%
84,895
-194,155
150
$6.83M 0.13%
170,183
+149,764
4 5
6
7 8