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
151
$4.42M 0.08%
88,174
+29,455
152
$4.4M 0.08%
83,423
153
$4.21M 0.07%
304,729
+89,724
154
$4.19M 0.07%
50,614
+2,439
155
$4.17M 0.07%
53,450
+2,692
156
$4.14M 0.07%
62,404
+53,071
157
$4.13M 0.07%
178,911
-38,136
158
$4.09M 0.07%
+32,753
159
$3.94M 0.07%
11,025
160
$3.89M 0.07%
76,535
+56,433
161
$3.86M 0.07%
21,780
162
$3.81M 0.07%
24,892
-44,551
163
$3.79M 0.07%
56,688
164
$3.73M 0.06%
58,038
165
$3.73M 0.06%
108,780
-81,204
166
$3.57M 0.06%
118,629
167
$3.56M 0.06%
680,490
+30,000
168
$3.36M 0.06%
53,692
169
$3.29M 0.06%
+45,420
170
$3.19M 0.06%
57,911
-21,579
171
$3.07M 0.05%
24,393
172
$2.88M 0.05%
1,360,735
+298,892
173
$2.85M 0.05%
94,190
-160
174
$2.74M 0.05%
103,633
-51,638
175
$2.71M 0.05%
+54,692
5 6
7
8 9