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
151
$6.8M 0.13%
231,368
+162,514
152
$6.78M 0.13%
226,697
+141,762
153
$6.71M 0.13%
173,067
-91,165
154
$6.71M 0.13%
120,854
+81,848
155
$6.59M 0.12%
118,210
+75,190
156
$6.51M 0.12%
124,913
-97,052
157
$6.36M 0.12%
260,093
+185,520
158
$6.34M 0.12%
178,599
-37,465
159
$6.32M 0.12%
428,147
-768,146
160
$6.26M 0.12%
247,769
-942,095
161
$6.2M 0.12%
74,432
+64,213
162
$5.91M 0.11%
+160,696
163
$5.89M 0.11%
257,447
+161,485
164
$5.87M 0.11%
269,284
+3,539
165
$5.68M 0.11%
359,609
-8,380
166
$5.67M 0.11%
155,694
-678,990
167
$5.6M 0.11%
69,584
-101,401
168
$5.57M 0.1%
76,387
-36,307
169
$5.57M 0.1%
+691,400
170
$5.44M 0.1%
492,738
-857,817
171
$5.44M 0.1%
256,210
+202,506
172
$5.38M 0.1%
150,314
+95,644
173
$5.33M 0.1%
+91,814
174
$5.3M 0.1%
111,964
175
$5.15M 0.1%
1,997,180
+760,324
5 6
7
8 9