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
1
$155M 2.67%
3,908,020
-119,520
2
$148M 2.56%
55,622,000
-19,666,160
3
$143M 2.47%
4,439,379
+15,894
4
$140M 2.41%
958,055
+145,664
5
$140M 2.41%
1,938,535
-73,539
6
$133M 2.29%
1,087,339
+135,592
7
$123M 2.11%
432,572
+45,835
8
$120M 2.08%
517,624
+184,266
9
$117M 2.01%
1,835,972
-314,993
10
$117M 2.01%
2,629,278
+73,074
11
$106M 1.82%
1,425,146
+752,916
12
$104M 1.79%
716,537
13
$102M 1.76%
1,431,684
-247,945
14
$101M 1.74%
958,340
+572,682
15
$98.4M 1.7%
1,440,590
+605,542
16
$90.9M 1.57%
1,245,643
-439,743
17
$90.5M 1.56%
739,073
+466,918
18
$88.7M 1.53%
618,344
-591
19
$84.2M 1.45%
106,560
+42,652
20
$83.7M 1.44%
2,373,234
+2,203,519
21
$83.3M 1.44%
1,125,720
+339,842
22
$82M 1.41%
5,710,043
+5,222,426
23
$81.9M 1.41%
3,705,025
-702,498
24
$81.7M 1.41%
1,245,004
+862,973
25
$79.7M 1.37%
688,953
-134,316
1
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