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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.05M 0.01%
+6,100
252
$1.04M 0.01%
+35,735
253
$1M 0.01%
+31,000
254
$987K 0.01%
+7,200
255
$976K 0.01%
+9,680
256
$975K 0.01%
+33,424
257
$946K 0.01%
+19,106
258
$931K 0.01%
14,280
-5,869
259
$909K 0.01%
+68,316
260
$907K 0.01%
20,032
-630
261
$886K 0.01%
81,815
-3,315,466
262
$849K 0.01%
23,904
+9,790
263
$831K 0.01%
44,971
-71,387
264
$830K 0.01%
16,469
+7,541
265
$823K 0.01%
+11,070
266
$794K 0.01%
+56,500
267
$784K 0.01%
6,498
+4,541
268
$781K 0.01%
+16,383
269
$754K 0.01%
+15,900
270
$739K 0.01%
+35,500
271
$734K 0.01%
+19,200
272
$731K 0.01%
+6,400
273
$730K 0.01%
17,300
-300
274
$721K 0.01%
34,875
+19,800
275
$719K 0.01%
38,131
+7,326
9 10
11
12 13