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
1
$103M 2.99%
3,273,032
+1,000,532
2
$82.7M 2.41%
706,652
+391,655
3
$75.3M 2.2%
+650,837
4
$74.7M 2.18%
486,737
+67,818
5
$69.5M 2.03%
667,533
-20,814
6
$68.8M 2%
170,203
+21,087
7
$68.7M 2%
1,025,924
+193,401
8
$68.6M 2%
1,706,778
+31,300
9
$67.9M 1.98%
1,021,779
+125,240
10
$67.3M 1.96%
1,856,246
+471,194
11
$65.8M 1.92%
4,368,765
+612,510
12
$64.9M 1.89%
644,137
+334,058
13
$64.8M 1.89%
778,257
+347,185
14
$64.7M 1.89%
608,445
+363,993
15
$64.7M 1.88%
407,557
+352,979
16
$64.5M 1.88%
744,401
+633,431
17
$64.1M 1.87%
415,330
+335,387
18
$64.1M 1.87%
368,302
+138,674
19
$63.6M 1.85%
2,848,572
+606,462
20
$63.3M 1.85%
526,294
+29,383
21
$57.6M 1.68%
350,784
-52,619
22
$52.3M 1.52%
716,859
+640,179
23
$49.2M 1.44%
+862,498
24
$48M 1.4%
+910,637
25
$46.5M 1.36%
838,540
+187,095
1
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