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
$5.13B
AUM Growth
-$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$97.8M
2 +$67.4M
3 +$66.5M
4
GS icon
Goldman Sachs
GS
+$58.9M
5
PFE icon
Pfizer
PFE
+$56.2M

Top Sells

1 +$88.2M
2 +$67.3M
3 +$63M
4
PEP icon
PepsiCo
PEP
+$58M
5
LMT icon
Lockheed Martin
LMT
+$56.8M

Sector Composition

1 Technology 27.76%
2 Healthcare 17.41%
3 Financials 14.27%
4 Consumer Discretionary 8.99%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EPC icon
251
Edgewell Personal Care
EPC
$880M
$931K 0.02%
38,673
-118,640
ELV icon
252
Elevance Health
ELV
$69.7B
$930K 0.02%
4,099
-62,690
DDD icon
253
3D Systems Corp
DDD
$326M
$907K 0.02%
+117,739
DVN icon
254
Devon Energy
DVN
$20.9B
$885K 0.02%
+128,141
IONS icon
255
Ionis Pharmaceuticals
IONS
$12B
$873K 0.02%
18,484
BAX icon
256
Baxter International
BAX
$8.98B
$866K 0.02%
10,667
-81,737
KHC icon
257
Kraft Heinz
KHC
$28.5B
$862K 0.02%
+34,851
BBD icon
258
Banco Bradesco
BBD
$37B
$812K 0.02%
266,333
TXNM
259
TXNM Energy Inc
TXNM
$6.2B
$768K 0.02%
+20,236
VICI icon
260
VICI Properties
VICI
$32.2B
$760K 0.01%
+45,695
CPB icon
261
Campbell Soup
CPB
$8.94B
$732K 0.01%
+15,873
BRK.B icon
262
Berkshire Hathaway Class B
BRK.B
$1.06T
$730K 0.01%
3,996
-2,205
CGNX icon
263
Cognex
CGNX
$6.65B
$723K 0.01%
17,132
+7,979
ITUB icon
264
Itaú Unibanco
ITUB
$79.7B
$718K 0.01%
213,488
-2,802
KBR icon
265
KBR
KBR
$5.43B
$706K 0.01%
+34,171
CNS icon
266
Cohen & Steers
CNS
$3.43B
$689K 0.01%
+15,161
LX
267
LexinFintech Holdings
LX
$737M
$686K 0.01%
77,432
-424,800
RDUS
268
DELISTED
Radius Health, Inc.
RDUS
$685K 0.01%
+52,737
AWR icon
269
American States Water
AWR
$2.9B
$673K 0.01%
8,240
+3,288
SBH icon
270
Sally Beauty Holdings
SBH
$1.38B
$658K 0.01%
81,464
-87,897
KO icon
271
Coca-Cola
KO
$295B
$644K 0.01%
14,555
-7,715
SRC
272
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$639K 0.01%
+24,473
STWD icon
273
Starwood Property Trust
STWD
$6.75B
$618K 0.01%
+60,356
CASY icon
274
Casey's General Stores
CASY
$19.5B
$615K 0.01%
+4,648
COR icon
275
Cencora
COR
$68B
$581K 0.01%
+6,574