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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.54M 0.02%
+22,776
227
$2.48M 0.02%
+34,430
228
$2.44M 0.02%
+33,760
229
$2.42M 0.02%
+46,971
230
$2.37M 0.02%
144,111
-921,416
231
$2.34M 0.02%
37,009
+35,405
232
$2.3M 0.02%
123,496
+121,438
233
$2.29M 0.02%
43,699
-14,056
234
$2.29M 0.02%
115,991
+87,644
235
$2.26M 0.02%
+38,117
236
$2.2M 0.02%
3,583
-1,394
237
$2.17M 0.02%
+9,858
238
$2.15M 0.02%
71,090
+66,866
239
$2.08M 0.02%
63,440
-48,365
240
$2.02M 0.02%
32,952
-11,891
241
$2.02M 0.02%
91,975
-34,458
242
$1.96M 0.02%
50,864
+48,617
243
$1.93M 0.02%
11,103
-7,218
244
$1.89M 0.02%
27,035
-4,150
245
$1.88M 0.02%
39,500
+27,700
246
$1.86M 0.01%
+25,287
247
$1.66M 0.01%
+79,506
248
$1.62M 0.01%
+32,282
249
$1.59M 0.01%
65,544
250
$1.56M 0.01%
29,792
+6,721
8 9
10
11 12