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
26
$166M 1.32%
2,124,038
-702,833
27
$159M 1.26%
+3,945,370
28
$154M 1.23%
3,679,452
+266,560
29
$151M 1.2%
4,110,009
+1,054,136
30
$145M 1.15%
+1,793,855
31
$143M 1.14%
915,038
-357,172
32
$141M 1.12%
1,576,831
+1,538,810
33
$127M 1.01%
45,200
+8,345
34
$113M 0.9%
642,664
+75,741
35
$108M 0.86%
961,899
+24,010
36
$107M 0.86%
640,628
+536,469
37
$103M 0.82%
2,190,210
+7,023
38
$102M 0.82%
1,122,138
+160,214
39
$101M 0.8%
175,440
+81,610
40
$100M 0.8%
+1,495,771
41
$91M 0.73%
1,904,293
+63,673
42
$90.7M 0.72%
532,015
+471,216
43
$89.2M 0.71%
+470,457
44
$88M 0.7%
1,705,800
+156,340
45
$82.8M 0.66%
940,944
+59,944
46
$82.5M 0.66%
+1,293,950
47
$82.2M 0.66%
1,791,638
+1,692,775
48
$81.5M 0.65%
871,590
+563,016
49
$80.9M 0.64%
+852,871
50
$80.8M 0.64%
3,441,585
-15,648
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