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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.57M 0.03%
28,178
-14,700
227
$3.53M 0.03%
+79,667
228
$3.5M 0.02%
68,370
-568,016
229
$3.47M 0.02%
+30,907
230
$3.39M 0.02%
+37,060
231
$3.38M 0.02%
105,594
+102,177
232
$2.88M 0.02%
+51,694
233
$2.86M 0.02%
+294,600
234
$2.81M 0.02%
64,477
-1,727,161
235
$2.72M 0.02%
69,899
-112,464
236
$2.69M 0.02%
43,297
-53,639
237
$2.62M 0.02%
76,028
-257,794
238
$2.43M 0.02%
107,149
+15,174
239
$2.35M 0.02%
45,410
-12,394
240
$2.33M 0.02%
+7,907
241
$2.12M 0.02%
90,812
-245,213
242
$2.09M 0.01%
+37,806
243
$2.08M 0.01%
37,537
-6,162
244
$1.99M 0.01%
+39,375
245
$1.92M 0.01%
+41,766
246
$1.88M 0.01%
34,494
-47,893
247
$1.84M 0.01%
47,444
-3,420
248
$1.77M 0.01%
65,544
249
$1.76M 0.01%
18,856
+4,413
250
$1.75M 0.01%
+49,810
8 9
10
11 12