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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$226K ﹤0.01%
13,661
302
$223K ﹤0.01%
1,893
-601
303
$219K ﹤0.01%
3,875
+786
304
$208K ﹤0.01%
9,461
-64,196
305
$184K ﹤0.01%
+3,553
306
$164K ﹤0.01%
27,368
-24,600
307
$138K ﹤0.01%
+2,700
308
$133K ﹤0.01%
+9,252
309
$130K ﹤0.01%
+6,645
310
$130K ﹤0.01%
+2,300
311
$120K ﹤0.01%
+9,926
312
$114K ﹤0.01%
+866
313
$109K ﹤0.01%
+2,234
314
$106K ﹤0.01%
+5,131
315
$99K ﹤0.01%
+8,243
316
$92K ﹤0.01%
1,963
-4,115
317
$83K ﹤0.01%
+1,479
318
$78K ﹤0.01%
1,220
-118,788
319
$70K ﹤0.01%
1,161
+370
320
$63K ﹤0.01%
+900
321
$60K ﹤0.01%
+1,861
322
$60K ﹤0.01%
2,186
323
$60K ﹤0.01%
+749
324
$41K ﹤0.01%
1,840
325
$40K ﹤0.01%
+2,662
11 12
13
14 15