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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$697K 0.01%
+13,563
277
$693K 0.01%
+33,399
278
$684K 0.01%
+16,900
279
$678K 0.01%
16,200
-6,700
280
$676K 0.01%
11,015
-1,178,255
281
$665K 0.01%
43,909
-4,091
282
$655K 0.01%
29,100
+3,600
283
$652K 0.01%
13,860
+1,000
284
$647K 0.01%
+30,300
285
$627K 0.01%
+37,668
286
$615K 0.01%
17,890
-17,804
287
$587K 0.01%
15,382
-4,999
288
$570K 0.01%
+35,431
289
$556K ﹤0.01%
24,736
-213,473
290
$530K ﹤0.01%
+25,346
291
$516K ﹤0.01%
11,900
+6,400
292
$505K ﹤0.01%
+14,399
293
$491K ﹤0.01%
+6,504
294
$491K ﹤0.01%
+22,803
295
$484K ﹤0.01%
31,338
-84,558
296
$473K ﹤0.01%
+19,500
297
$470K ﹤0.01%
+22,460
298
$466K ﹤0.01%
14,445
-100,097
299
$441K ﹤0.01%
+1,900
300
$438K ﹤0.01%
+12,710
10 11
12
13 14