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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$994K 0.01%
+18,243
252
$971K 0.01%
7,522
+3,431
253
$938K 0.01%
26,871
254
$938K 0.01%
16,989
-2,194
255
$932K 0.01%
27,580
-70,392
256
$923K 0.01%
24,758
257
$886K 0.01%
15,857
-225,977
258
$884K 0.01%
20,087
-98,910
259
$878K 0.01%
22,719
+3,935
260
$877K 0.01%
34,094
-1,870,182
261
$875K 0.01%
+22,536
262
$859K 0.01%
28,400
+19,100
263
$853K 0.01%
68,091
+49,813
264
$849K 0.01%
+17,200
265
$845K 0.01%
12,042
+5,599
266
$842K 0.01%
11,723
+10,598
267
$840K 0.01%
+18,100
268
$828K 0.01%
20,662
+2,392
269
$827K 0.01%
36,117
+13,399
270
$823K 0.01%
18,351
+5,121
271
$821K 0.01%
+15,700
272
$813K 0.01%
16,715
+11,746
273
$810K 0.01%
+25,300
274
$808K 0.01%
+13,500
275
$808K 0.01%
37,078
+8,445
9 10
11
12 13