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
26
$112M 1.36%
2,794,091
-135,159
27
$107M 1.29%
29,522,000
-22,236,120
28
$106M 1.29%
1,573,659
+750,776
29
$104M 1.26%
2,644,700
+1,812,900
30
$103M 1.24%
3,065,002
+116,153
31
$96.6M 1.17%
744,893
-75,930
32
$95.4M 1.16%
671,211
+92,491
33
$95M 1.15%
2,637,448
+83,028
34
$90M 1.09%
865,539
+865,467
35
$87.2M 1.06%
36,160
+5,057
36
$83.7M 1.01%
+518,667
37
$81.2M 0.98%
484,906
+307,478
38
$78.3M 0.95%
450,054
+404,465
39
$72M 0.87%
388,139
-281,378
40
$71.1M 0.86%
1,804,347
+491,808
41
$68.1M 0.83%
2,700,837
+272,598
42
$65.3M 0.79%
1,770,780
-78,134
43
$60.7M 0.74%
687,247
-29,290
44
$59.9M 0.73%
+512,283
45
$56.7M 0.69%
911,001
-542,452
46
$56.1M 0.68%
1,235,160
+104,300
47
$55.4M 0.67%
192,845
+40,506
48
$55.3M 0.67%
695,243
+692,771
49
$53.9M 0.65%
6,779,356
+1,919,388
50
$52.5M 0.64%
496,456
-285,202
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