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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$291K ﹤0.01%
+12,000
327
$287K ﹤0.01%
+3,200
328
$277K ﹤0.01%
+3,800
329
$271K ﹤0.01%
+2,000
330
$232K ﹤0.01%
+4,300
331
$221K ﹤0.01%
1,893
332
$218K ﹤0.01%
6,424
-1,053,681
333
$189K ﹤0.01%
8,971
+3,898
334
$172K ﹤0.01%
8,336
-988
335
$153K ﹤0.01%
7,548
-11,598
336
$147K ﹤0.01%
+13,700
337
$144K ﹤0.01%
2,734
338
$140K ﹤0.01%
+3,388
339
$139K ﹤0.01%
7,083
340
$138K ﹤0.01%
+857
341
$121K ﹤0.01%
5,131
342
$120K ﹤0.01%
+1,900
343
$117K ﹤0.01%
+3,803
344
$116K ﹤0.01%
24,238
345
$113K ﹤0.01%
866
346
$106K ﹤0.01%
18,360
-41,128,160
347
$99K ﹤0.01%
+2,504
348
$98K ﹤0.01%
2,289
349
$70K ﹤0.01%
+3,417
350
$59K ﹤0.01%
+5,130
12 13
14
15 16