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
$9.75B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$130M
3
+$120M
4
JD icon
JD.com
JD
+$109M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$101M

Top Sells

1
+$219M
2
+$182M
3
+$159M
4
BIIB icon
Biogen
BIIB
+$143M
5
CDNS icon
Cadence Design Systems
CDNS
+$127M

Sector Composition

1 Technology 19.63%
2 Financials 12.22%
3 Consumer Discretionary 11.75%
4 Healthcare 11.11%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-17,100
352
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-183,656
353
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-24,303
354
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-4,021
355
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-14,700
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357
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-4,888
358
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-14,600
359
$0 ﹤0.01%
16
-78,122
360
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-6,100
361
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-106,790
362
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-15,237
363
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-20,975
364
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-7,138
365
$0 ﹤0.01%
100
-11,846
366
$0 ﹤0.01%
8
-80,974
367
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368
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-1,231,284
369
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-14,273
370
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-103,993
371
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-854,397
372
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-179,197
373
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-24,736
374
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-817,688
375
– –
-1,800
13 14
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16 17