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
176
$5.13M 0.1%
92,978
+63,914
177
$5.11M 0.1%
+457,500
178
$5.08M 0.1%
80,766
+46,800
179
$4.91M 0.09%
135,964
-793,400
180
$4.86M 0.09%
125,774
-13,482
181
$4.8M 0.09%
58,241
+27,426
182
$4.79M 0.09%
405,152
+241,745
183
$4.72M 0.09%
152,700
-97,541
184
$4.61M 0.09%
+171,171
185
$4.61M 0.09%
141,296
186
$4.58M 0.09%
120,671
-531,115
187
$4.57M 0.09%
119,840
+57,846
188
$4.57M 0.09%
+222,413
189
$4.53M 0.08%
532,137
+42,949
190
$4.48M 0.08%
30,614
+21,816
191
$4.47M 0.08%
45,692
+12,002
192
$4.39M 0.08%
68,043
+48,293
193
$4.31M 0.08%
61,550
-45,732
194
$4.26M 0.08%
161,521
+83,956
195
$3.98M 0.07%
510,142
-196,947
196
$3.97M 0.07%
353,900
+205,252
197
$3.97M 0.07%
+108,810
198
$3.95M 0.07%
102,094
+64,612
199
$3.9M 0.07%
67,543
+8,480
200
$3.8M 0.07%
162,865
-222,646
6 7
8
9 10