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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$705K 0.01%
+4,799
277
$699K 0.01%
+9,600
278
$698K 0.01%
+18,500
279
$695K 0.01%
+18,456
280
$679K 0.01%
+3,200
281
$675K 0.01%
+6,900
282
$671K 0.01%
53,233
-127,741
283
$648K 0.01%
+15,400
284
$647K 0.01%
+11,800
285
$637K 0.01%
+18,400
286
$612K 0.01%
28,347
+15,215
287
$603K 0.01%
19,064
-2,657
288
$590K 0.01%
+12,300
289
$567K 0.01%
+13,100
290
$558K 0.01%
30,326
+6,540
291
$546K 0.01%
+25,575
292
$470K ﹤0.01%
32,600
-9,400
293
$465K ﹤0.01%
+4,600
294
$453K ﹤0.01%
+12,900
295
$429K ﹤0.01%
8,898
-224,493
296
$422K ﹤0.01%
+21,891
297
$410K ﹤0.01%
13,977
-116,196
298
$402K ﹤0.01%
7,342
-1,423
299
$385K ﹤0.01%
+19,146
300
$356K ﹤0.01%
8,011
+1,771
10 11
12
13 14