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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$712K 0.01%
4,800
+3,200
277
$706K 0.01%
+27,849
278
$692K 0.01%
+18,150
279
$680K 0.01%
8,300
-1,200
280
$680K 0.01%
9,901
-42,260
281
$672K 0.01%
97,834
-344,255
282
$669K 0.01%
9,500
+6,636
283
$649K 0.01%
+26,046
284
$644K 0.01%
24,736
285
$621K 0.01%
27,887
-5,512
286
$604K 0.01%
+68,478
287
$600K 0.01%
23,199
-262,171
288
$574K 0.01%
30,400
-7,268
289
$574K 0.01%
18,668
-755,284
290
$564K 0.01%
+119,611
291
$512K ﹤0.01%
42,706
-1,203
292
$508K ﹤0.01%
28,899
+8,896
293
$504K ﹤0.01%
+5,659
294
$498K ﹤0.01%
+12,905
295
$485K ﹤0.01%
+6,100
296
$436K ﹤0.01%
16,000
+10,300
297
$431K ﹤0.01%
17,100
-13,900
298
$426K ﹤0.01%
+80,109
299
$424K ﹤0.01%
+13,070
300
$417K ﹤0.01%
+18,384
10 11
12
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