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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$55.6M
2 +$53.1M
3 +$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1 +$64.7M
2 +$56.1M
3 +$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$243K 0.01%
+4,916
277
$238K 0.01%
+6,339
278
$231K 0.01%
4,200
-5,300
279
$229K 0.01%
+3,800
280
$194K 0.01%
+3,613
281
$192K 0.01%
7,344
-27,356
282
$192K 0.01%
+2,300
283
$190K 0.01%
+5,100
284
$190K 0.01%
6,570
-15,030
285
$181K 0.01%
5,427
-118,377
286
$179K 0.01%
+6,696
287
$178K 0.01%
+4,163
288
$175K ﹤0.01%
+12,073
289
$174K ﹤0.01%
+2,700
290
$174K ﹤0.01%
+3,525
291
$172K ﹤0.01%
+15,324
292
$169K ﹤0.01%
910
-7,537
293
$168K ﹤0.01%
+1,218
294
$141K ﹤0.01%
+2,223
295
$137K ﹤0.01%
+2,746
296
$131K ﹤0.01%
+7,268
297
$131K ﹤0.01%
+6,779
298
$131K ﹤0.01%
+6,253
299
$125K ﹤0.01%
3,062
-13,273
300
$124K ﹤0.01%
2,813
-16,587