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
$1.48B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$20.5M
3
+$19.8M
4
NTAP icon
NetApp
NTAP
+$16.7M
5
INTU icon
Intuit
INTU
+$16.6M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$13.8M
4
MYGN icon
Myriad Genetics
MYGN
+$12.3M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$11.9M

Sector Composition

1 Industrials 13.79%
2 Consumer Discretionary 13.22%
3 Healthcare 12.91%
4 Financials 12.73%
5 Technology 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 2.08%
645,666
+251,104
2
$24.7M 1.67%
348,006
+69,530
3
$24.1M 1.63%
304,577
+83,285
4
$22.5M 1.52%
293,989
+268,639
5
$22M 1.49%
298,512
+78,333
6
$21.9M 1.48%
314,212
+92,410
7
$21.9M 1.48%
292,775
+64,635
8
$21.3M 1.44%
324,140
+141,882
9
$21.2M 1.43%
969,698
+197,188
10
$20.9M 1.42%
388,311
+287,473
11
$20.9M 1.41%
303,441
+122,971
12
$20.7M 1.4%
+139,894
13
$20.5M 1.39%
264,284
+213,706
14
$19.8M 1.34%
+455,364
15
$19.8M 1.34%
217,949
+100,676
16
$19.8M 1.34%
536,029
+452,213
17
$19.3M 1.3%
413,166
+195,450
18
$19.2M 1.3%
194,049
+100,194
19
$19.1M 1.29%
186,613
+46,918
20
$19.1M 1.29%
202,902
+131,383
21
$17.5M 1.18%
211,052
+98,040
22
$17.2M 1.16%
272,090
+230,493
23
$16.6M 1.13%
198,819
+80,135
24
$16.5M 1.11%
324,783
+96,915
25
$16.3M 1.1%
848,036
+104,356
1
2 3 4 5