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
$14.6B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$291M
2
+$262M
3
+$219M
4
BBY icon
Best Buy
BBY
+$195M
5
NTAP icon
NetApp
NTAP
+$162M

Top Sells

1
+$268M
2
+$255M
3
+$168M
4
HUM icon
Humana
HUM
+$165M
5
A icon
Agilent Technologies
A
+$159M

Sector Composition

1 Healthcare 18.27%
2 Technology 17.99%
3 Industrials 13.43%
4 Financials 13.32%
5 Consumer Discretionary 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$344M 2.35%
923,997
+21,358
2
$320M 2.18%
1,406,636
-5,506
3
$318M 2.17%
1,428,465
+447,615
4
$309M 2.11%
1,145,437
-27,613
5
$307M 2.09%
5,743,306
+5,444,863
6
$287M 1.96%
734,554
-7,981
7
$287M 1.96%
638,856
+582,318
8
$276M 1.88%
3,577,272
-63,981
9
$273M 1.87%
1,417,848
-282,358
10
$272M 1.85%
759,809
+186,332
11
$253M 1.73%
2,280,058
+291,119
12
$251M 1.71%
2,297,776
+201,553
13
$250M 1.7%
1,832,275
+21,970
14
$248M 1.7%
1,914,647
-39,288
15
$240M 1.64%
4,246,636
+145,284
16
$226M 1.54%
2,843,269
+2,462,655
17
$226M 1.54%
903,259
-24,609
18
$219M 1.5%
1,098,760
+327,447
19
$219M 1.49%
+619,105
20
$217M 1.48%
4,609,090
-371,823
21
$208M 1.42%
2,302,681
+1,418,316
22
$192M 1.31%
4,246,958
23
$189M 1.29%
2,590,940
+569,900
24
$183M 1.25%
3,147,546
+2,137,611
25
$181M 1.24%
5,484,070
-1,330,258
1
2 3 4 5