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
SCVL icon
151
Shoe Carnival
SCVL
$468M
$8.88M 0.14%
606,646
MDT icon
152
Medtronic
MDT
$134B
$8.77M 0.14%
+95,604
UPBD icon
153
Upbound Group
UPBD
$1.06B
$8.73M 0.14%
313,827
-74,121
FISV
154
Fiserv Inc
FISV
$34B
$8.63M 0.14%
+88,371
FTNT icon
155
Fortinet
FTNT
$60.9B
$8.38M 0.13%
305,260
-962,905
FLG
156
Flagstar Bank National Association
FLG
$5.16B
$8.17M 0.13%
266,995
+106,669
DTE icon
157
DTE Energy
DTE
$27.9B
$8.05M 0.13%
87,955
-552,445
FCN icon
158
FTI Consulting
FCN
$5.15B
$7.69M 0.12%
+67,150
SLM icon
159
SLM Corp
SLM
$6.04B
$7.63M 0.12%
+1,086,004
KFRC icon
160
Kforce
KFRC
$544M
$7.5M 0.12%
256,526
-9,085
EXK
161
Endeavour Silver
EXK
$2.83B
$7.45M 0.12%
+3,285,287
BKNG icon
162
Booking.com
BKNG
$158B
$7.4M 0.12%
4,645
-21
PCRX icon
163
Pacira BioSciences
PCRX
$1.03B
$7.37M 0.12%
+140,393
HAIN icon
164
Hain Celestial
HAIN
$101M
$7.32M 0.12%
232,214
-11,074
MCK icon
165
McKesson
MCK
$106B
$7.16M 0.11%
46,652
-108,747
MDLZ icon
166
Mondelez International
MDLZ
$72.8B
$7.14M 0.11%
139,673
-538,085
PRGS icon
167
Progress Software
PRGS
$1.82B
$7.13M 0.11%
183,919
-148,844
POR icon
168
Portland General Electric
POR
$5.67B
$7.11M 0.11%
169,963
+86,498
BHF icon
169
Brighthouse Financial
BHF
$3.75B
$7.03M 0.11%
252,728
+8,879
OZK icon
170
Bank OZK
OZK
$5.2B
$6.92M 0.11%
294,706
+274,642
APAM icon
171
Artisan Partners
APAM
$2.94B
$6.87M 0.11%
211,506
+158,346
WDFC icon
172
WD-40
WDFC
$2.65B
$6.78M 0.11%
+34,192
JPM icon
173
JPMorgan Chase
JPM
$846B
$6.64M 0.11%
70,585
-74,519
YELP icon
174
Yelp
YELP
$1.77B
$6.58M 0.11%
284,326
+102,194
JKHY icon
175
Jack Henry & Associates
JKHY
$12.7B
$6.57M 0.1%
+35,678