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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.01%
+754
227
$1.28M 0.01%
67,142
+37,194
228
$1.19M 0.01%
61,740
-8,953
229
$1.18M 0.01%
+26,439
230
$1.18M 0.01%
8,288
+5,003
231
$1.16M 0.01%
10,641
-53,518
232
$1.14M 0.01%
56,020
233
$1.14M 0.01%
87,678
+84,137
234
$1.13M 0.01%
13,527
+11,956
235
$1.03M 0.01%
+23,231
236
$1.01M 0.01%
3,352
237
$980K 0.01%
+14,683
238
$968K 0.01%
+28,314
239
$939K 0.01%
20,784
+562
240
$937K 0.01%
+5,400
241
$919K 0.01%
+10,300
242
$883K 0.01%
+5,750
243
$865K 0.01%
+37,900
244
$860K 0.01%
+12,834
245
$856K 0.01%
+21,300
246
$853K 0.01%
+12,979
247
$835K 0.01%
19,100
+15,500
248
$826K 0.01%
+21,900
249
$825K 0.01%
+12,677
250
$821K 0.01%
62,400
+1,600
8 9
10
11 12