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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.71M 0.02%
10,884
-2,897
227
$1.67M 0.02%
8,370
+82
228
$1.65M 0.02%
+19,665
229
$1.65M 0.02%
96,919
+84,032
230
$1.64M 0.02%
+76,281
231
$1.61M 0.01%
37,053
-3,060
232
$1.56M 0.01%
4,888
-189,219
233
$1.49M 0.01%
190,504
-512,994
234
$1.44M 0.01%
+154,033
235
$1.34M 0.01%
67,139
-3
236
$1.32M 0.01%
22,981
-34,534
237
$1.31M 0.01%
10,641
238
$1.28M 0.01%
26,574
-9,589
239
$1.25M 0.01%
26,000
+12,140
240
$1.25M 0.01%
+106,790
241
$1.1M 0.01%
15,237
+9,111
242
$1.09M 0.01%
6,415
+5,070
243
$1.08M 0.01%
56,020
244
$1.03M 0.01%
+28,499
245
$974K 0.01%
27,385
-79,166
246
$917K 0.01%
+14,273
247
$879K 0.01%
3,352
248
$878K 0.01%
12,767
-115,875
249
$862K 0.01%
39,452
-44,691
250
$860K 0.01%
+6,058
8 9
10
11 12