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
$10.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$137M 1.26%
1,042,908
-358,812
27
$136M 1.25%
2,143,455
+1,351,336
28
$135M 1.25%
2,507,002
+810,364
29
$131M 1.21%
732,776
+228,686
30
$129M 1.19%
36,855
+695
31
$128M 1.18%
3,055,873
-6,627
32
$124M 1.15%
2,363,740
-1,776,680
33
$114M 1.05%
1,612,510
+431,914
34
$109M 1%
1,708,255
+744,642
35
$108M 1%
+2,415,662
36
$104M 0.96%
3,665,608
+1,909,129
37
$98.6M 0.91%
440,869
-87,124
38
$96.9M 0.89%
806,581
+418,380
39
$95.3M 0.88%
540,223
+322,425
40
$95.2M 0.88%
1,840,620
+284,756
41
$94.6M 0.87%
2,183,187
+1,031,552
42
$93.6M 0.86%
249,035
-76,320
43
$90.5M 0.83%
723,140
+681,644
44
$85.8M 0.79%
+566,923
45
$85.6M 0.79%
2,814,971
-1,367,789
46
$84.2M 0.78%
1,623,684
+753,200
47
$84.2M 0.78%
3,457,233
+1,299,240
48
$82.3M 0.76%
961,924
+296,537
49
$81.1M 0.75%
1,549,460
+275,340
50
$74.7M 0.69%
881,000
+72,512
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