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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$805K 0.01%
40,500
+14,900
252
$805K 0.01%
93,257
-542,825
253
$800K 0.01%
+6,169
254
$798K 0.01%
+8,400
255
$795K 0.01%
+7,550
256
$786K 0.01%
25,500
+245
257
$761K 0.01%
21,721
258
$746K 0.01%
17,063
-2,777,028
259
$746K 0.01%
8,908
+3,170
260
$712K 0.01%
14,183
+13,763
261
$699K 0.01%
49,557
-40,197
262
$692K 0.01%
+42,000
263
$669K 0.01%
+9,600
264
$669K 0.01%
7,300
+6,700
265
$666K 0.01%
+16,000
266
$632K 0.01%
16,509
+7,750
267
$586K 0.01%
+12,100
268
$562K 0.01%
2,533
-667
269
$549K 0.01%
13,890
270
$524K 0.01%
19,512
-14,582
271
$520K 0.01%
15,366
-6,643
272
$482K 0.01%
15,156
+14,588
273
$479K 0.01%
+14,114
274
$471K ﹤0.01%
+8,765
275
$466K ﹤0.01%
16,080
-126,606
9 10
11
12 13