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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$854K 0.01%
15,085
-563,325
302
$850K 0.01%
+12,600
303
$812K 0.01%
23,904
304
$804K 0.01%
44,971
305
$782K 0.01%
+11,600
306
$671K 0.01%
7,234
-52,029
307
$627K 0.01%
4,400
+2,200
308
$622K 0.01%
+9,800
309
$593K ﹤0.01%
+10,824
310
$579K ﹤0.01%
+18,900
311
$574K ﹤0.01%
19,064
312
$559K ﹤0.01%
+4,900
313
$552K ﹤0.01%
40,492
-2,385,024
314
$510K ﹤0.01%
17,452
-64,171
315
$504K ﹤0.01%
+11,196
316
$501K ﹤0.01%
17,740
-455,152
317
$497K ﹤0.01%
43,760
-38,055
318
$482K ﹤0.01%
+22,400
319
$422K ﹤0.01%
4,699
-296,178
320
$376K ﹤0.01%
13,977
321
$356K ﹤0.01%
+10,000
322
$347K ﹤0.01%
1,232
-23,758
323
$342K ﹤0.01%
+12,245
324
$314K ﹤0.01%
+2,598
325
$301K ﹤0.01%
+16,728
11 12
13
14 15