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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1M 0.01%
+9,000
277
$992K 0.01%
+34,200
278
$987K 0.01%
+9,200
279
$984K 0.01%
5,700
-39,875
280
$983K 0.01%
+28,800
281
$983K 0.01%
+15,651
282
$982K 0.01%
+11,400
283
$980K 0.01%
32,400
-1,833,516
284
$972K 0.01%
16,100
+15,100
285
$972K 0.01%
+60,800
286
$970K 0.01%
60,800
-178,016
287
$963K 0.01%
+4,750
288
$962K 0.01%
+52,100
289
$959K 0.01%
+21,800
290
$950K 0.01%
3,800
+3,600
291
$947K 0.01%
+38,100
292
$943K 0.01%
+20,500
293
$941K 0.01%
6,100
294
$935K 0.01%
31,000
295
$928K 0.01%
+52,551
296
$926K 0.01%
+35,822
297
$919K 0.01%
+49,900
298
$916K 0.01%
+33,869
299
$895K 0.01%
20,639
+607
300
$886K 0.01%
+10,400
10 11
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