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
$10.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99M 0.02%
114,060
+104,808
227
$1.97M 0.02%
39,597
-539,391
228
$1.89M 0.02%
127,809
+126,826
229
$1.85M 0.02%
31,185
-1,079
230
$1.81M 0.02%
65,544
-258
231
$1.62M 0.02%
33,484
+10,948
232
$1.5M 0.01%
54,804
-7,569
233
$1.47M 0.01%
+51,491
234
$1.44M 0.01%
15,658
-921
235
$1.42M 0.01%
76,070
-3,176
236
$1.4M 0.01%
50,521
+5,208
237
$1.36M 0.01%
66,123
+7,050
238
$1.33M 0.01%
38,976
239
$1.31M 0.01%
52,897
+227
240
$1.28M 0.01%
23,071
+7,660
241
$1.28M 0.01%
+48,617
242
$1.2M 0.01%
16,819
-507,689
243
$1.19M 0.01%
5,055
+3,043
244
$1.18M 0.01%
+38,051
245
$1.18M 0.01%
+24,784
246
$1.13M 0.01%
+14,956
247
$1.12M 0.01%
+50,156
248
$1.11M 0.01%
3,352
-313
249
$1.11M 0.01%
28,489
+13,333
250
$1.07M 0.01%
237,572
+70,840
8 9
10
11 12