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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$149M 1.38%
2,778,114
+1,470,265
27
$146M 1.34%
509,723
-132,560
28
$142M 1.31%
1,743,856
-1,793,230
29
$135M 1.24%
572,838
-844,839
30
$131M 1.21%
1,473,580
-9,480
31
$116M 1.07%
1,105,400
-678,500
32
$115M 1.06%
4,703,094
-43,716
33
$112M 1.03%
512,121
-626,306
34
$105M 0.97%
554,247
+522,365
35
$104M 0.96%
671,699
-66,739
36
$103M 0.95%
1,761,520
-21,340
37
$92.7M 0.86%
676,125
-1,097,437
38
$90.2M 0.83%
864,977
-70,240
39
$87.1M 0.8%
671,284
-155,336
40
$86.3M 0.8%
1,557,521
+138,394
41
$85.6M 0.79%
1,711,400
-2,610,796
42
$85.2M 0.79%
818,860
-2,117,361
43
$83.6M 0.77%
276,707
+247,305
44
$82.3M 0.76%
580,893
+109,992
45
$80M 0.74%
2,850,277
+2,545,862
46
$74.7M 0.69%
1,511,541
-1,420,622
47
$72.2M 0.67%
+817,688
48
$70.9M 0.65%
+281,862
49
$69.9M 0.64%
383,988
+80,780
50
$69M 0.64%
699,924
-89,870
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