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
126
$6.8M 0.12%
302,888
+143,364
127
$6.79M 0.12%
96,354
+96,282
128
$6.67M 0.12%
+146,096
129
$6.54M 0.11%
299,926
-209,066
130
$6.43M 0.11%
270,636
+244,820
131
$6.38M 0.11%
92,437
+4,522
132
$6.28M 0.11%
195,621
+54,325
133
$6.12M 0.11%
377,473
+257,296
134
$6.11M 0.11%
58,381
+3,017
135
$5.97M 0.1%
116,981
+101,980
136
$5.97M 0.1%
+102,258
137
$5.96M 0.1%
+106,593
138
$5.96M 0.1%
245,737
+136,656
139
$5.95M 0.1%
16,202
-248,199
140
$5.71M 0.1%
104,322
+26,783
141
$5.4M 0.09%
+101,685
142
$5.27M 0.09%
559,668
+398,668
143
$5.27M 0.09%
+136,347
144
$5.26M 0.09%
23,554
145
$4.7M 0.08%
166,031
+149,095
146
$4.68M 0.08%
53,950
147
$4.63M 0.08%
+599,028
148
$4.5M 0.08%
37,566
+1,838
149
$4.49M 0.08%
+62,313
150
$4.45M 0.08%
+53,793
4 5
6
7 8