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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$349K ﹤0.01%
12,452
-3,628
302
$339K ﹤0.01%
+6,344
303
$329K ﹤0.01%
+10,409
304
$322K ﹤0.01%
+10,400
305
$319K ﹤0.01%
+5,006
306
$295K ﹤0.01%
+2,900
307
$290K ﹤0.01%
+2,200
308
$284K ﹤0.01%
+2,500
309
$273K ﹤0.01%
+12,980
310
$272K ﹤0.01%
3,255
-10,809
311
$266K ﹤0.01%
+6,500
312
$250K ﹤0.01%
+3,400
313
$246K ﹤0.01%
+7,300
314
$242K ﹤0.01%
1,893
315
$225K ﹤0.01%
+8,338
316
$174K ﹤0.01%
2,734
+1,255
317
$157K ﹤0.01%
+9,324
318
$146K ﹤0.01%
7,083
+438
319
$139K ﹤0.01%
2,443
-1,947
320
$134K ﹤0.01%
+15,569
321
$131K ﹤0.01%
24,238
-3,130
322
$118K ﹤0.01%
+2,292
323
$116K ﹤0.01%
+1,233
324
$116K ﹤0.01%
+1,727
325
$112K ﹤0.01%
+2,289
11 12
13
14 15