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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-3,364
477
– –
-2,128
478
– –
-11,000
479
– –
-4,700
480
– –
-51,268
481
– –
-23,820
482
– –
-498,022
483
– –
-79,152
484
$0 ﹤0.01%
+116,900
485
– –
-8,983
486
– –
-5,300
487
– –
-4,100
488
– –
-185,200
489
– –
-4,626
490
– –
-2,800
491
– –
-28,914
492
– –
-42,100
493
– –
-12,909
494
– –
-132,800
495
– –
-1,900
496
– –
-9,000
497
– –
-12,709
498
– –
-262,341
499
– –
-5,770
500
– –
-715
18 19
20
21 22