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
1
$138M 2.59%
3,930,900
+595,600
2
$118M 2.21%
2,998,999
+2,990,220
3
$117M 2.2%
3,365,286
+2,300,984
4
$114M 2.13%
2,511,337
+2,148,327
5
$107M 2.01%
1,679,629
+358,883
6
$103M 1.92%
1,883,086
+1,882,927
7
$102M 1.91%
422,292
+104,178
8
$96.5M 1.81%
1,156,623
+832,028
9
$95.2M 1.78%
1,236,077
+1,127,160
10
$94.6M 1.77%
4,042,742
+474,418
11
$92.3M 1.73%
1,810,144
+1,717,712
12
$83M 1.56%
912,235
+319,662
13
$81.5M 1.53%
1,075,129
+158,611
14
$80M 1.5%
702,520
-246,045
15
$74.8M 1.4%
+3,120,777
16
$73.7M 1.38%
786,379
+445,402
17
$69.5M 1.3%
1,297,585
+663,175
18
$69.2M 1.3%
3,831,555
+1,928,130
19
$68.3M 1.28%
2,355,625
+857,345
20
$64.2M 1.2%
606,267
-133,850
21
$64M 1.2%
629,482
+77,460
22
$62.9M 1.18%
1,818,296
+1,335,551
23
$60.4M 1.13%
2,484,799
+1,073
24
$60.1M 1.13%
2,513,784
-1,093,224
25
$59.3M 1.11%
1,120,740
+273,758
1
2 3 4 5