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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$140M 1.24%
1,783,900
+144,800
27
$139M 1.23%
2,643,785
+966,603
28
$137M 1.22%
1,351,230
-9,577
29
$127M 1.13%
423,427
-195,678
30
$127M 1.13%
1,891,298
+251,885
31
$123M 1.09%
740,451
-677,397
32
$119M 1.05%
2,196,989
+89,436
33
$117M 1.04%
2,932,163
-103,664
34
$115M 1.02%
1,488,583
-32,356
35
$111M 0.99%
1,483,060
-62,800
36
$107M 0.95%
+973,090
37
$103M 0.92%
648,150
-28,416
38
$101M 0.9%
4,746,810
-104,628
39
$94.9M 0.84%
2,311,734
+2,236,048
40
$93.5M 0.83%
738,438
+80,894
41
$92.3M 0.82%
1,782,860
-123,020
42
$90.5M 0.8%
3,811,049
-20,400
43
$85.5M 0.76%
826,620
+532,519
44
$84.2M 0.75%
1,590,594
-1,252,675
45
$83.7M 0.74%
779,500
+87,476
46
$83.2M 0.74%
290,256
-32,551
47
$81M 0.72%
1,263,163
+369,969
48
$79.6M 0.71%
1,559,448
-1,588,098
49
$78.6M 0.7%
1,397,792
-4,345,514
50
$76.9M 0.68%
935,217
+202,835
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