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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$114M 1.19%
970,846
+225,953
27
$112M 1.17%
2,915,096
+277,648
28
$109M 1.14%
930,319
+734,235
29
$108M 1.12%
441,325
+247,237
30
$107M 1.12%
24,024,680
-5,497,320
31
$103M 1.08%
36,160
32
$101M 1.06%
4,182,760
-1,014,069
33
$96.8M 1.01%
1,696,638
+1,371,016
34
$96.4M 1.01%
1,312,250
-261,409
35
$96.2M 1.01%
2,062,786
-2,476,233
36
$94.8M 0.99%
477,622
-55,067
37
$89.9M 0.94%
504,090
+327,763
38
$83.8M 0.88%
1,555,864
+864,090
39
$82.4M 0.86%
790,397
-572,813
40
$81.3M 0.85%
812,983
+659,868
41
$76M 0.79%
1,180,596
+603,342
42
$72.5M 0.76%
943,697
+248,454
43
$70.2M 0.73%
713,424
+26,177
44
$70M 0.73%
808,488
+238,601
45
$69.6M 0.73%
589,759
+93,303
46
$68.7M 0.72%
396,893
-274,318
47
$68.2M 0.71%
5,986,664
+5,107,328
48
$66.7M 0.7%
1,777,252
+1,417,467
49
$63.8M 0.67%
694,578
+112,824
50
$63.5M 0.66%
963,613
+596,149
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