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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$408K ﹤0.01%
+527
302
$357K ﹤0.01%
+8,612
303
$354K ﹤0.01%
19,169
+11,846
304
$352K ﹤0.01%
+5,200
305
$350K ﹤0.01%
+3,355
306
$341K ﹤0.01%
+1,700
307
$336K ﹤0.01%
+3,586
308
$332K ﹤0.01%
+22,434
309
$328K ﹤0.01%
6,124
310
$322K ﹤0.01%
7,352
-8,030
311
$316K ﹤0.01%
+20,975
312
$256K ﹤0.01%
+8,873
313
$247K ﹤0.01%
+5,300
314
$243K ﹤0.01%
4,497
-16,287
315
$237K ﹤0.01%
+8,100
316
$235K ﹤0.01%
+10,744
317
$228K ﹤0.01%
1,893
318
$220K ﹤0.01%
+3,700
319
$209K ﹤0.01%
+4,021
320
$195K ﹤0.01%
11,850
321
$180K ﹤0.01%
+14,116
322
$163K ﹤0.01%
866
323
$149K ﹤0.01%
11,304
-6,100
324
$140K ﹤0.01%
+11,946
325
$140K ﹤0.01%
528
-289,728
11 12
13
14 15