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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$436K ﹤0.01%
42,400
-103,200
302
$404K ﹤0.01%
+3,300
303
$399K ﹤0.01%
+6,630
304
$388K ﹤0.01%
6,126
-9,359
305
$386K ﹤0.01%
+5,843
306
$369K ﹤0.01%
5,475
-590,485
307
$347K ﹤0.01%
+20,003
308
$310K ﹤0.01%
+12,535
309
$295K ﹤0.01%
20,793
-26,276
310
$294K ﹤0.01%
6,400
-137,724
311
$287K ﹤0.01%
6,124
312
$284K ﹤0.01%
6,376
-3,224
313
$284K ﹤0.01%
5,638
-73,208
314
$280K ﹤0.01%
+7,800
315
$269K ﹤0.01%
+1,082
316
$248K ﹤0.01%
3,313
-513,976
317
$246K ﹤0.01%
+1,345
318
$240K ﹤0.01%
1,893
319
$220K ﹤0.01%
1,100
-3,400
320
$220K ﹤0.01%
2,699
-2,116
321
$195K ﹤0.01%
+2,075
322
$194K ﹤0.01%
1,134
-3,933
323
$193K ﹤0.01%
+21,924
324
$186K ﹤0.01%
+6,300
325
$185K ﹤0.01%
2,864
+1,201
11 12
13
14 15