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
201
$747K 0.02%
+21,600
202
$744K 0.02%
23,395
203
$715K 0.02%
+1,612
204
$715K 0.02%
25,866
-3,322
205
$697K 0.02%
+10,615
206
$669K 0.02%
+12,639
207
$667K 0.02%
17,400
+13,000
208
$644K 0.02%
+6,077
209
$637K 0.02%
12,100
-11,800
210
$614K 0.02%
+16,335
211
$591K 0.02%
+2,500
212
$587K 0.02%
29,492
-20,489
213
$528K 0.02%
+6,300
214
$520K 0.02%
+101,968
215
$472K 0.01%
+10,829
216
$468K 0.01%
+5,100
217
$466K 0.01%
9,315
+6,361
218
$461K 0.01%
+9,500
219
$433K 0.01%
17,961
-248,834
220
$421K 0.01%
13,554
221
$399K 0.01%
10,800
+10,500
222
$392K 0.01%
1,900
+900
223
$337K 0.01%
+28,243
224
$328K 0.01%
+76,319
225
$317K 0.01%
6,200
-145,612
7 8
9
10 11