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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$514K 0.01%
12,900
-6,800
252
$503K 0.01%
+5,500
253
$493K 0.01%
+7,100
254
$492K 0.01%
+20,007
255
$473K 0.01%
+6,200
256
$473K 0.01%
+7,060
257
$461K 0.01%
+9,000
258
$426K 0.01%
+692,440
259
$401K 0.01%
+10,000
260
$390K 0.01%
+6,600
261
$370K 0.01%
80,088
+78,087
262
$363K 0.01%
12,755
-210,186
263
$362K 0.01%
12,337
-10,147
264
$355K 0.01%
+12,100
265
$341K 0.01%
+7,269
266
$330K 0.01%
+4,275
267
$324K 0.01%
+17,200
268
$314K 0.01%
+4,100
269
$306K 0.01%
+2,561
270
$301K 0.01%
6,132
-12,877
271
$299K 0.01%
+3,900
272
$297K 0.01%
+18,506
273
$262K 0.01%
+2,900
274
$251K 0.01%
+3,000
275
$247K 0.01%
+3,600
9 10
11
12 13