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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.5M 0.01%
+50,869
252
$1.5M 0.01%
+14,443
253
$1.47M 0.01%
+36,154
254
$1.37M 0.01%
22,316
-19,336
255
$1.36M 0.01%
+25,807
256
$1.35M 0.01%
8,266
-58,326
257
$1.33M 0.01%
+19,576
258
$1.3M 0.01%
37,389
+24,289
259
$1.3M 0.01%
76,070
260
$1.25M 0.01%
+24,504
261
$1.24M 0.01%
46,799
+11,064
262
$1.24M 0.01%
25,576
-58,798
263
$1.19M 0.01%
+3,608
264
$1.16M 0.01%
50,384
-1,107
265
$1.1M 0.01%
+37,461
266
$1.03M 0.01%
+64,674
267
$1.03M 0.01%
28,489
268
$1.02M 0.01%
+6,800
269
$1.02M 0.01%
3,352
270
$1.02M 0.01%
27,593
+9,137
271
$1.01M 0.01%
27,800
+21,300
272
$1M 0.01%
+19,900
273
$1M 0.01%
20,400
+2,000
274
$1M 0.01%
28,500
+15,600
275
$1M 0.01%
+10,800
9 10
11
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