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
1
$162M 2.81%
4,027,540
+96,640
2
$136M 2.35%
812,391
+514,557
3
$133M 2.31%
4,423,485
+1,302,708
4
$129M 2.24%
75,288,160
+65,626,200
5
$125M 2.17%
1,581,085
+424,462
6
$122M 2.11%
2,556,204
+44,867
7
$121M 2.1%
386,737
-35,555
8
$119M 2.07%
1,654,218
+1,486,916
9
$118M 2.05%
1,685,386
+1,268,063
10
$118M 2.04%
2,150,965
+267,879
11
$114M 1.98%
1,679,629
12
$114M 1.97%
2,012,074
+714,489
13
$109M 1.89%
951,747
+644,477
14
$106M 1.84%
264,401
+153,203
15
$98.2M 1.7%
2,344,520
+1,718,500
16
$89.3M 1.55%
716,537
+14,017
17
$86.1M 1.49%
+823,269
18
$77.3M 1.34%
1,923,201
+656,523
19
$73.1M 1.27%
618,935
+12,668
20
$71.4M 1.24%
693,350
+269,347
21
$71.3M 1.24%
333,358
+197,929
22
$69M 1.2%
4,407,523
+3,112,051
23
$69M 1.2%
354,240
+277,871
24
$65.7M 1.14%
512,241
+390,526
25
$65.1M 1.13%
591,468
+340,773
1
2 3 4 5