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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$166K ﹤0.01%
+5,700
327
$163K ﹤0.01%
+1,320
328
$156K ﹤0.01%
11,850
-4,384
329
$149K ﹤0.01%
+17,404
330
$145K ﹤0.01%
+2,600
331
$145K ﹤0.01%
+12,887
332
$145K ﹤0.01%
+12,800
333
$144K ﹤0.01%
+1,600
334
$139K ﹤0.01%
+1,200
335
$137K ﹤0.01%
866
336
$128K ﹤0.01%
+800
337
$126K ﹤0.01%
+3,700
338
$126K ﹤0.01%
+1,800
339
$122K ﹤0.01%
6,383
340
$107K ﹤0.01%
+7,323
341
$101K ﹤0.01%
+22,134
342
$97K ﹤0.01%
4,725
-635,459
343
$93K ﹤0.01%
+800
344
$84K ﹤0.01%
+22,165
345
$73K ﹤0.01%
4,303
-3,271
346
$68K ﹤0.01%
3,129
-19,777
347
$47K ﹤0.01%
+300
348
$28K ﹤0.01%
+481
349
$25K ﹤0.01%
+4,162
350
– –
-23,800
12 13
14
15 16