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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$368K ﹤0.01%
+2,100
327
$352K ﹤0.01%
+8,759
328
$346K ﹤0.01%
+8,036
329
$345K ﹤0.01%
+15,970
330
$344K ﹤0.01%
+14,334
331
$341K ﹤0.01%
+3,999
332
$335K ﹤0.01%
+5,149
333
$312K ﹤0.01%
51,968
-32,791
334
$307K ﹤0.01%
12,789
335
$290K ﹤0.01%
2,494
-3,303
336
$282K ﹤0.01%
6,078
-1,981
337
$274K ﹤0.01%
+13,661
338
$274K ﹤0.01%
+10,205
339
$269K ﹤0.01%
15,086
-67,272
340
$268K ﹤0.01%
+309
341
$264K ﹤0.01%
+2,800
342
$254K ﹤0.01%
13,132
343
$242K ﹤0.01%
+9,090
344
$219K ﹤0.01%
+9,747
345
$219K ﹤0.01%
+14,881
346
$204K ﹤0.01%
4,635
-7,815
347
$204K ﹤0.01%
+2,400
348
$198K ﹤0.01%
+2,316
349
$194K ﹤0.01%
2,100
-42,113
350
$189K ﹤0.01%
+1,400
12 13
14
15 16