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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$819K 0.01%
+39,700
252
$818K 0.01%
+41,400
253
$814K 0.01%
32,500
+3,700
254
$805K 0.01%
+61,000
255
$802K 0.01%
21,100
+5,600
256
$800K 0.01%
+63,900
257
$799K 0.01%
46,365
+657
258
$796K 0.01%
+40,400
259
$793K 0.01%
+6,900
260
$778K 0.01%
+42,100
261
$777K 0.01%
90,000
-445,650
262
$775K 0.01%
57,942
-975,581
263
$754K 0.01%
+11,761
264
$753K 0.01%
+36,901
265
$743K 0.01%
+29,300
266
$734K 0.01%
112,000
+32,000
267
$733K 0.01%
39,040
-111,280
268
$732K 0.01%
+9,500
269
$731K 0.01%
+39,000
270
$726K 0.01%
31,000
271
$725K 0.01%
4,500
+300
272
$724K 0.01%
19,444
273
$719K 0.01%
+25,400
274
$718K 0.01%
+25,000
275
$712K 0.01%
+12,800
9 10
11
12 13