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
$5.77B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$107M
3
+$89M
4
CELG
Celgene Corp
CELG
+$86.1M
5
AMGN icon
Amgen
AMGN
+$85.8M

Top Sells

1
+$126M
2
+$110M
3
+$97.2M
4
EL icon
Estee Lauder
EL
+$72.4M
5
VMW
VMware, Inc
VMW
+$64.9M

Sector Composition

1 Healthcare 24.72%
2 Technology 19.89%
3 Consumer Discretionary 12.55%
4 Financials 10.99%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.1M 0.05%
70,516
+28,820
202
$2.99M 0.05%
94,350
-492,263
203
$2.96M 0.05%
199,481
-536,171
204
$2.87M 0.05%
162,915
+153,517
205
$2.75M 0.05%
36,494
+18,238
206
$2.67M 0.05%
38,497
-42,269
207
$2.63M 0.05%
67,000
-27,459
208
$2.62M 0.05%
58,719
+52,209
209
$2.6M 0.05%
55,601
-158,505
210
$2.46M 0.04%
+120,177
211
$2.41M 0.04%
121,619
+113,174
212
$2.37M 0.04%
22,662
-315
213
$2.31M 0.04%
+36,258
214
$2.19M 0.04%
43,976
-47,838
215
$2.15M 0.04%
+23,249
216
$2.1M 0.04%
21,574
+1,410
217
$2.07M 0.04%
17,983
+1,176
218
$2.06M 0.04%
161,000
+61,000
219
$1.9M 0.03%
85,848
-47,122
220
$1.87M 0.03%
15,486
+999
221
$1.87M 0.03%
86,506
+82,056
222
$1.85M 0.03%
25,026
-91,762
223
$1.76M 0.03%
117,296
+81,363
224
$1.67M 0.03%
+28,692
225
$1.56M 0.03%
+99,833
7 8
9
10 11