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
201
$3.69M 0.07%
+94,459
202
$3.64M 0.07%
206,599
-1,957
203
$3.64M 0.07%
270,358
+262,049
204
$3.62M 0.07%
44,961
-35,666
205
$3.61M 0.07%
+112,966
206
$3.59M 0.07%
+54,632
207
$3.58M 0.07%
+66,441
208
$3.38M 0.06%
193,194
+956
209
$3.38M 0.06%
151,876
+65,543
210
$3.34M 0.06%
45,431
+43,999
211
$3.31M 0.06%
27,584
+19,666
212
$3.26M 0.06%
57,556
-159,534
213
$3.26M 0.06%
+22,208
214
$3.19M 0.06%
47,065
+33,576
215
$3.18M 0.06%
78,122
+70,520
216
$3.15M 0.06%
+82,952
217
$3.05M 0.06%
+162,743
218
$2.99M 0.06%
116,314
+43,686
219
$2.97M 0.06%
+139,901
220
$2.95M 0.06%
232,355
+187,790
221
$2.94M 0.06%
+70,431
222
$2.92M 0.05%
39,394
+27,831
223
$2.91M 0.05%
+151,632
224
$2.85M 0.05%
167,559
+118,005
225
$2.85M 0.05%
84,733
-1,051,177
7 8
9
10 11