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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.54M 0.02%
19,730
+13,030
227
$1.52M 0.02%
66,356
+32,465
228
$1.47M 0.02%
+28,232
229
$1.46M 0.02%
+73,657
230
$1.46M 0.02%
11,113
+8,066
231
$1.44M 0.02%
16,579
232
$1.38M 0.02%
+23,178
233
$1.36M 0.02%
+37,522
234
$1.35M 0.02%
5,282
-107,890
235
$1.35M 0.02%
56,570
+2,055
236
$1.34M 0.02%
+7,288
237
$1.33M 0.02%
25,415
+17,415
238
$1.32M 0.02%
18,168
239
$1.28M 0.02%
+34,040
240
$1.19M 0.01%
+64,424
241
$1.17M 0.01%
34,803
+3,603
242
$1.16M 0.01%
16,184
-12,321
243
$1.15M 0.01%
35,793
+33,036
244
$1.15M 0.01%
89,754
-94,244
245
$1.12M 0.01%
+66,914
246
$1.1M 0.01%
+32,349
247
$1.09M 0.01%
38,976
248
$1.07M 0.01%
47,475
-9,544
249
$1.07M 0.01%
56,943
-13,141
250
$1.02M 0.01%
+11,647
8 9
10
11 12