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
351
$141K ﹤0.01%
+2,400
352
$128K ﹤0.01%
866
353
$123K ﹤0.01%
+1,899
354
$103K ﹤0.01%
700
-5,000
355
$100K ﹤0.01%
4,108
-1,023
356
$93K ﹤0.01%
1,220
-182,819
357
$74K ﹤0.01%
+1,200
358
$61K ﹤0.01%
+2,381
359
$54K ﹤0.01%
+33,359
360
$53K ﹤0.01%
+3,278
361
$46K ﹤0.01%
+2,200
362
$37K ﹤0.01%
+1,305
363
$32K ﹤0.01%
4,003
364
$29K ﹤0.01%
475
-32,477
365
– –
-10,000
366
– –
-360
367
– –
-43,760
368
– –
-64,674
369
– –
-60,800
370
– –
-22,400
371
– –
-27,896
372
– –
-3,200
373
– –
-52,100
374
– –
-3,803
375
– –
-2,400
13 14
15
16 17