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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$440K ﹤0.01%
+20,365
327
$436K ﹤0.01%
+3,787
328
$431K ﹤0.01%
+50,000
329
$429K ﹤0.01%
+6,900
330
$410K ﹤0.01%
6,748
-8,337
331
$410K ﹤0.01%
+2,114
332
$375K ﹤0.01%
+6,615
333
$358K ﹤0.01%
+4,206
334
$357K ﹤0.01%
+12,300
335
$338K ﹤0.01%
5,438
+3,538
336
$327K ﹤0.01%
11,484
-2,474,313
337
$317K ﹤0.01%
+10,256
338
$316K ﹤0.01%
1,600
+1,500
339
$289K ﹤0.01%
4,700
-5,100
340
$263K ﹤0.01%
6,785
-135,443
341
$244K ﹤0.01%
+1,100
342
$226K ﹤0.01%
1,893
343
$208K ﹤0.01%
+10,662
344
$199K ﹤0.01%
10,516
-6,212
345
$179K ﹤0.01%
+8,766
346
$176K ﹤0.01%
5,520
-31,869
347
$171K ﹤0.01%
14,276
-26,216
348
$170K ﹤0.01%
7,957
-379
349
$169K ﹤0.01%
+7,566
350
$144K ﹤0.01%
7,083
12 13
14
15 16