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
176
$1.09M 0.03%
+24,500
177
$1.09M 0.03%
19,700
+16,600
178
$1.09M 0.03%
+6,300
179
$1.08M 0.03%
+17,300
180
$1.08M 0.03%
17,796
-6,739
181
$1.07M 0.03%
19,400
+13,400
182
$1.07M 0.03%
+481
183
$1.07M 0.03%
+5,800
184
$1.07M 0.03%
+8,432
185
$1.03M 0.03%
43,800
-9,600
186
$1.02M 0.03%
22,484
-9,915
187
$1.02M 0.03%
+27,714
188
$1.02M 0.03%
18,800
+8,733
189
$1.01M 0.03%
32,200
+3,944
190
$1.01M 0.03%
+12,666
191
$943K 0.03%
16,889
-78,117
192
$939K 0.03%
4,700
+1,500
193
$915K 0.03%
27,675
-1,186,679
194
$912K 0.03%
17,814
-12,394
195
$908K 0.03%
5,100
-6,400
196
$868K 0.03%
+22,416
197
$857K 0.03%
+18,500
198
$795K 0.02%
+6,900
199
$794K 0.02%
7,500
-154,733
200
$751K 0.02%
+23,100
6 7
8
9 10