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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35K ﹤0.01%
+1,267
327
$35K ﹤0.01%
4,003
-665,922
328
$26K ﹤0.01%
1,260
329
$20K ﹤0.01%
466
-19,685
330
$18K ﹤0.01%
63
-5,219
331
$17K ﹤0.01%
668
-123,437
332
$16K ﹤0.01%
+983
333
$14K ﹤0.01%
129
-156,257
334
$13K ﹤0.01%
300
-21,048
335
$11K ﹤0.01%
198
-682,523
336
$10K ﹤0.01%
149
337
$9K ﹤0.01%
200
-10,900
338
$8K ﹤0.01%
163
339
$8K ﹤0.01%
174
340
$7K ﹤0.01%
150
341
$6K ﹤0.01%
+52
342
$6K ﹤0.01%
159
-3,077
343
$6K ﹤0.01%
+496
344
$5K ﹤0.01%
70
345
$5K ﹤0.01%
107
346
$5K ﹤0.01%
192
347
$3K ﹤0.01%
367
-137,014
348
$3K ﹤0.01%
209
349
$2K ﹤0.01%
226
350
$2K ﹤0.01%
46
-405,210
12 13
14
15 16