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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$835K 0.01%
+15,600
302
$824K 0.01%
+22,406
303
$814K 0.01%
6,121
-402,309
304
$771K 0.01%
14,577
-977,956
305
$742K 0.01%
+14,961
306
$740K 0.01%
+15,553
307
$736K 0.01%
9,514
-24,246
308
$710K 0.01%
23,555
-114,606
309
$688K ﹤0.01%
+18,306
310
$631K ﹤0.01%
+19,300
311
$630K ﹤0.01%
+16,586
312
$624K ﹤0.01%
8,200
-271,892
313
$607K ﹤0.01%
+10,800
314
$595K ﹤0.01%
+13,200
315
$573K ﹤0.01%
15,346
-35,523
316
$573K ﹤0.01%
+24,971
317
$551K ﹤0.01%
+10,850
318
$547K ﹤0.01%
+8,485
319
$522K ﹤0.01%
+7,500
320
$517K ﹤0.01%
+22,709
321
$508K ﹤0.01%
+4,800
322
$498K ﹤0.01%
122,435
-764,379
323
$489K ﹤0.01%
+4,976
324
$482K ﹤0.01%
+3,610
325
$441K ﹤0.01%
+26,547
11 12
13
14 15