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
$5.8B
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$75M
3
+$72.1M
4
GLW icon
Corning
GLW
+$63.2M
5
URI icon
United Rentals
URI
+$60.5M

Top Sells

1
+$91.1M
2
+$76.1M
3
+$71.6M
4
AMZN icon
Amazon
AMZN
+$70.8M
5
INTU icon
Intuit
INTU
+$65.1M

Sector Composition

1 Technology 20.99%
2 Healthcare 19.18%
3 Financials 14.5%
4 Industrials 9.88%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.53M 0.03%
+88,478
202
$1.51M 0.03%
6,499
+6,441
203
$1.39M 0.02%
16,579
204
$1.38M 0.02%
37,956
-98,569
205
$1.35M 0.02%
+17,112
206
$1.32M 0.02%
129,692
-3,348,415
207
$1.3M 0.02%
117,785
+96,027
208
$1.2M 0.02%
33,922
-82,502
209
$1.16M 0.02%
+40,690
210
$1.12M 0.02%
17,912
-671,052
211
$1.11M 0.02%
34,801
+20,989
212
$1.06M 0.02%
38,976
213
$1.06M 0.02%
11,631
-24,863
214
$1.05M 0.02%
31,997
+2,812
215
$1.01M 0.02%
32,754
-78,198
216
$983K 0.02%
64,766
-229,422
217
$963K 0.02%
19,751
-1,056,003
218
$953K 0.02%
39,735
+10,558
219
$937K 0.02%
12,080
+1,792
220
$936K 0.02%
26,871
221
$892K 0.02%
42,136
-111,378
222
$858K 0.01%
43,839
-43,285
223
$837K 0.01%
+75,822
224
$835K 0.01%
+52,372
225
$817K 0.01%
5,249
-2,447
7 8
9
10 11