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
$5.13B
AUM Growth
-$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$97.8M
2
+$67.4M
3
+$66.5M
4
GS icon
Goldman Sachs
GS
+$58.9M
5
PFE icon
Pfizer
PFE
+$56.2M

Top Sells

1
+$88.2M
2
+$67.3M
3
+$63M
4
PEP icon
PepsiCo
PEP
+$58M
5
LMT icon
Lockheed Martin
LMT
+$56.8M

Sector Composition

1 Technology 27.76%
2 Healthcare 17.41%
3 Financials 14.27%
4 Consumer Discretionary 8.99%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HAE icon
151
Haemonetics
HAE
$2.43B
$5.77M 0.11%
57,891
-41,503
CORT icon
152
Corcept Therapeutics
CORT
$7.49B
$5.73M 0.11%
+481,848
UPBD icon
153
Upbound Group
UPBD
$1.14B
$5.49M 0.11%
387,948
-107,963
HL icon
154
Hecla Mining
HL
$8.02B
$5.46M 0.11%
3,000,000
-1,600,000
SIRI icon
155
SiriusXM
SIRI
$7.35B
$5.28M 0.1%
106,790
CMI icon
156
Cummins
CMI
$59.1B
$5.22M 0.1%
+38,578
HSIC icon
157
Henry Schein
HSIC
$8.49B
$5.21M 0.1%
103,116
+42,090
JD icon
158
JD.com
JD
$45.1B
$5.08M 0.1%
125,471
-827,902
BRKR icon
159
Bruker
BRKR
$6.13B
$4.78M 0.09%
133,273
NEU icon
160
NewMarket
NEU
$7.25B
$4.73M 0.09%
12,345
EVRG icon
161
Evergy
EVRG
$17.7B
$4.71M 0.09%
+85,595
GLUU
162
DELISTED
Glu Mobile Inc.
GLUU
$4.7M 0.09%
747,037
-39,692
FLG
163
Flagstar Bank National Association
FLG
$4.58B
$4.52M 0.09%
160,326
-1,317,303
SNBR icon
164
Sleep Number
SNBR
$125M
$4.41M 0.09%
229,956
-51,220
SBRA icon
165
Sabra Healthcare REIT
SBRA
$4.31B
$4.07M 0.08%
+372,278
LHX icon
166
L3Harris
LHX
$54.5B
$4.03M 0.08%
22,392
-173,592
WUBA
167
DELISTED
58.com Inc
WUBA
$4.01M 0.08%
82,400
-211,800
POR icon
168
Portland General Electric
POR
$5.33B
$4M 0.08%
83,465
+54,082
PCAR icon
169
PACCAR
PCAR
$50.9B
$3.89M 0.08%
+95,444
EGRX
170
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$3.85M 0.08%
83,717
-6,407
UNFI icon
171
United Natural Foods
UNFI
$2.14B
$3.84M 0.07%
+418,475
PDM
172
Piedmont Realty Trust
PDM
$1B
$3.72M 0.07%
210,684
PXD
173
DELISTED
Pioneer Natural Resource Co.
PXD
$3.67M 0.07%
52,317
+44,497
XOM icon
174
Exxon Mobil
XOM
$481B
$3.66M 0.07%
96,424
-306,178
TGT icon
175
Target
TGT
$40.9B
$3.58M 0.07%
38,557
-190,003
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7
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