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
351
$176K ﹤0.01%
18,411
+4,518
352
$167K ﹤0.01%
4,037
353
$166K ﹤0.01%
3,200
-39,423
354
$166K ﹤0.01%
+3,089
355
$162K ﹤0.01%
+1,301
356
$158K ﹤0.01%
+8,622
357
$155K ﹤0.01%
+2,905
358
$151K ﹤0.01%
2,524
-4,797
359
$124K ﹤0.01%
9,965
-145,003
360
$123K ﹤0.01%
3,236
-712,869
361
$107K ﹤0.01%
+2,723
362
$87K ﹤0.01%
1,400
-6,700
363
$83K ﹤0.01%
+1,900
364
$83K ﹤0.01%
+1,609
365
$78K ﹤0.01%
+4,200
366
$78K ﹤0.01%
1,600
+713
367
$67K ﹤0.01%
+2,900
368
$65K ﹤0.01%
+3,782
369
$62K ﹤0.01%
+1,400
370
$58K ﹤0.01%
2,186
-45,734
371
$56K ﹤0.01%
+600
372
$54K ﹤0.01%
2,005
-1,028
373
$48K ﹤0.01%
791
-47
374
$44K ﹤0.01%
2,231
-26,356
375
$35K ﹤0.01%
+1,840
13 14
15
16 17