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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$177M 1.26%
573,477
+572,245
27
$177M 1.26%
2,856,446
+1,360,675
28
$170M 1.21%
+3,903,649
29
$161M 1.15%
1,275,572
+1,178,664
30
$158M 1.12%
53,042
+7,842
31
$154M 1.1%
908,049
+267,421
32
$149M 1.06%
3,128,691
+938,481
33
$143M 1.02%
1,416,043
+122,093
34
$135M 0.96%
1,190,544
+912,840
35
$133M 0.95%
771,313
-492,662
36
$129M 0.92%
7,276,028
+3,584,660
37
$129M 0.92%
1,257,520
+731,420
38
$125M 0.89%
1,541,134
-252,721
39
$125M 0.89%
717,801
+644,385
40
$124M 0.89%
+4,442,000
41
$121M 0.86%
+624,040
42
$119M 0.85%
+1,175,900
43
$118M 0.84%
1,200,567
+78,429
44
$117M 0.83%
+1,165,040
45
$113M 0.8%
+1,288,065
46
$110M 0.79%
1,299,500
+228,140
47
$109M 0.77%
3,924,757
+1,529,238
48
$106M 0.75%
1,622,154
+247,121
49
$104M 0.74%
1,867,380
+161,580
50
$99M 0.71%
+1,265,870
1
2
3 4 5