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
376
$31K ﹤0.01%
65
-93,938
377
$31K ﹤0.01%
200
-1,300
378
$24K ﹤0.01%
1,435
-22,041
379
$21K ﹤0.01%
568
380
$21K ﹤0.01%
+420
381
$20K ﹤0.01%
+1,260
382
$17K ﹤0.01%
281
-72,716
383
$15K ﹤0.01%
+480
384
$13K ﹤0.01%
378
385
$11K ﹤0.01%
+646
386
$10K ﹤0.01%
149
387
$10K ﹤0.01%
553
388
$10K ﹤0.01%
152
389
$9K ﹤0.01%
353
390
$8K ﹤0.01%
163
-1,084,723
391
$8K ﹤0.01%
174
392
$7K ﹤0.01%
150
-250,689
393
$6K ﹤0.01%
+249
394
$6K ﹤0.01%
107
395
$5K ﹤0.01%
70
396
$5K ﹤0.01%
71
397
$5K ﹤0.01%
100,619
-1,512,343
398
$4K ﹤0.01%
192
399
$2K ﹤0.01%
226
-8,868,479
400
$2K ﹤0.01%
209
-135,359
14 15
16
17 18