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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$455K ﹤0.01%
2,012
-178,423
277
$450K ﹤0.01%
+8,928
278
$426K ﹤0.01%
+22,200
279
$423K ﹤0.01%
5,511
-95,031
280
$422K ﹤0.01%
+16,934
281
$419K ﹤0.01%
22,300
+7,214
282
$400K ﹤0.01%
+3,855
283
$394K ﹤0.01%
+5,135
284
$389K ﹤0.01%
+37,680
285
$368K ﹤0.01%
2,500
+2,300
286
$361K ﹤0.01%
4,081
-296,410
287
$328K ﹤0.01%
+5,265
288
$325K ﹤0.01%
+3,300
289
$323K ﹤0.01%
3,853
-1,278
290
$318K ﹤0.01%
14,072
-22,045
291
$316K ﹤0.01%
+23,786
292
$309K ﹤0.01%
15,075
-28,125
293
$299K ﹤0.01%
+15,836
294
$276K ﹤0.01%
13,132
295
$270K ﹤0.01%
6,240
+3,517
296
$266K ﹤0.01%
+5,782
297
$261K ﹤0.01%
+7,251
298
$253K ﹤0.01%
+4,390
299
$238K ﹤0.01%
+4,563
300
$230K ﹤0.01%
1,957
-5,565
10 11
12
13 14