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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$996K 0.01%
+12,300
227
$987K 0.01%
16,625
+12,588
228
$970K 0.01%
+12,800
229
$970K 0.01%
22,536
230
$939K 0.01%
+12,700
231
$930K 0.01%
13,800
+4,200
232
$927K 0.01%
+14,100
233
$902K 0.01%
14,594
+2,552
234
$899K 0.01%
+30,805
235
$894K 0.01%
+11,547
236
$891K 0.01%
+15,600
237
$883K 0.01%
+12,000
238
$879K 0.01%
56,731
-168,129
239
$877K 0.01%
+41,764
240
$874K 0.01%
15,411
-446
241
$872K 0.01%
84,685
+16,594
242
$861K 0.01%
+17,800
243
$861K 0.01%
+166,732
244
$844K 0.01%
+22,600
245
$839K 0.01%
+22,500
246
$835K 0.01%
+11,479
247
$831K 0.01%
135,000
-3,126,100
248
$820K 0.01%
+5,300
249
$808K 0.01%
+6,500
250
$806K 0.01%
+17,600
8 9
10
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