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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$798K 0.01%
59,689
+35,725
277
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+7,748
278
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+4,200
279
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280
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281
$774K 0.01%
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282
$771K 0.01%
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-117,036
283
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2,390
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21,348
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285
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286
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25,255
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287
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288
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3,200
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289
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290
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291
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294
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295
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296
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297
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14,672
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298
$620K 0.01%
+4,900
299
$617K 0.01%
35,598
+1,702
300
$603K 0.01%
+15,600
10 11
12
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