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
151
$1.27M 0.04%
67,593
-1,948,532
152
$1.24M 0.04%
38,484
+2,523
153
$1.19M 0.03%
15,860
+2,860
154
$1.17M 0.03%
+10,300
155
$1.16M 0.03%
+98,793
156
$1.15M 0.03%
+37,094
157
$1.14M 0.03%
8,900
+7,400
158
$1.14M 0.03%
15,400
-8,900
159
$1.14M 0.03%
+30,900
160
$1.14M 0.03%
9,800
-4,200
161
$1.14M 0.03%
+16,400
162
$1.13M 0.03%
+19,009
163
$1.13M 0.03%
+34,700
164
$1.13M 0.03%
27,200
-10,100
165
$1.13M 0.03%
+5,400
166
$1.12M 0.03%
27,700
+1,249
167
$1.11M 0.03%
+26,300
168
$1.11M 0.03%
33,300
-331,494
169
$1.11M 0.03%
6,500
-62,869
170
$1.1M 0.03%
+13,900
171
$1.1M 0.03%
49,210
-455,210
172
$1.1M 0.03%
+22,000
173
$1.1M 0.03%
+15,500
174
$1.1M 0.03%
25,871
-68,780
175
$1.1M 0.03%
+18,991
5 6
7
8 9