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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.75M 0.01%
+27,440
252
$1.68M 0.01%
33,761
-155,406
253
$1.65M 0.01%
+73,172
254
$1.59M 0.01%
+26,314
255
$1.59M 0.01%
44,272
+37,848
256
$1.52M 0.01%
24,564
-94,804
257
$1.4M 0.01%
18,494
-326,560
258
$1.36M 0.01%
20,655
+1,079
259
$1.35M 0.01%
+44,178
260
$1.34M 0.01%
+43,771
261
$1.3M 0.01%
+9,288
262
$1.28M 0.01%
+29,200
263
$1.25M 0.01%
10,500
-2,100
264
$1.23M 0.01%
76,070
265
$1.22M 0.01%
+65,200
266
$1.2M 0.01%
8,700
+1,900
267
$1.2M 0.01%
+25,700
268
$1.18M 0.01%
38,861
-7,938
269
$1.17M 0.01%
+28,900
270
$1.17M 0.01%
20,580
-49,449
271
$1.17M 0.01%
23,600
+1,800
272
$1.16M 0.01%
+16,600
273
$1.15M 0.01%
10,900
+10,402
274
$1.15M 0.01%
64,947
-156,826
275
$1.14M 0.01%
12,100
+1,300
9 10
11
12 13