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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.6M 1.12%
797,882
+84,713
27
$39.1M 1.1%
883,373
+22,303
28
$37.5M 1.06%
234,549
+5,663
29
$36.9M 1.04%
222,409
-185,148
30
$35.9M 1.01%
+1,404,180
31
$35M 0.99%
644,112
+37,191
32
$34.4M 0.97%
717,609
+316,541
33
$33.6M 0.95%
347,766
+24,209
34
$33.2M 0.94%
586,743
+296,588
35
$32.9M 0.93%
1,052,429
+141,792
36
$32.4M 0.92%
2,382,856
+446,885
37
$31.3M 0.88%
+664,852
38
$30.5M 0.86%
1,011,349
-361,195
39
$29.6M 0.84%
388,394
+357,493
40
$29.3M 0.83%
1,022,000
41
$28.4M 0.8%
+889,800
42
$27.6M 0.78%
169,181
-246,149
43
$26.6M 0.75%
548,237
+121,022
44
$26.2M 0.74%
426,116
+249,966
45
$26.1M 0.74%
261,799
+44,793
46
$25.3M 0.72%
+321,514
47
$24.9M 0.7%
85,441
-84,762
48
$24.9M 0.7%
211,810
-17,594
49
$24.8M 0.7%
357,164
+291,617
50
$23.8M 0.67%
1,125,628
+1,076,418
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