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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$831K 0.01%
+68,218
252
$828K 0.01%
+41,129
253
$819K 0.01%
57,942
254
$805K 0.01%
+6,800
255
$794K 0.01%
+6,200
256
$794K 0.01%
24,300
-8,200
257
$785K 0.01%
+33,954
258
$785K 0.01%
5,650
-100
259
$781K 0.01%
14,400
+837
260
$779K 0.01%
+8,200
261
$777K 0.01%
+19,200
262
$775K 0.01%
+14,600
263
$774K 0.01%
+13,200
264
$773K 0.01%
+36,000
265
$771K 0.01%
10,300
+7,700
266
$767K 0.01%
+7,138
267
$765K 0.01%
+17,000
268
$761K 0.01%
42,600
-21,300
269
$759K 0.01%
+18,700
270
$749K 0.01%
+5,100
271
$745K 0.01%
+14,700
272
$744K 0.01%
+41,800
273
$739K 0.01%
+19,900
274
$728K 0.01%
11,008
-7
275
$717K 0.01%
+24,217
9 10
11
12 13