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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-2,292
427
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-4,600
428
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-7,200
429
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-1,177
430
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-34,875
431
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-127,809
432
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-12,980
433
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-45,391
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-118,947
435
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-17,825
436
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437
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438
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-2,903
439
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-8,898
440
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441
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-590,619
442
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-12,300
443
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444
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445
$0 ﹤0.01%
479,653
+62,058
446
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-2,900
447
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-326,895
448
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-10,409
449
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-7,300
450
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-16,469
15 16 17
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