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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.13M 0.01%
29,500
+9,000
277
$1.12M 0.01%
+11,873
278
$1.12M 0.01%
23,468
-5,021
279
$1.11M 0.01%
5,300
+550
280
$1.1M 0.01%
+15,600
281
$1.09M 0.01%
+40,527
282
$1.08M 0.01%
83,195
+30,644
283
$1.08M 0.01%
6,500
-4,603
284
$1.07M 0.01%
23,400
-39,981
285
$1.06M 0.01%
13,862
-20,568
286
$1.04M 0.01%
6,100
287
$1.03M 0.01%
3,352
288
$1.03M 0.01%
+15,000
289
$1M 0.01%
24,430
-90,670
290
$1M 0.01%
+9,000
291
$981K 0.01%
+11,500
292
$979K 0.01%
7,511
+4,913
293
$978K 0.01%
+35,655
294
$955K 0.01%
17,890
-2,749
295
$940K 0.01%
+12,434
296
$939K 0.01%
31,000
297
$939K 0.01%
+27,057
298
$936K 0.01%
+11,200
299
$849K 0.01%
+16,815
300
$845K 0.01%
+4,900
10 11
12
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