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
501
– –
-262,341
502
– –
-5,770
503
– –
-715
504
– –
-48,443
505
$0 ﹤0.01%
10,719
-3,255
506
– –
-43,558
507
– –
-1,992
508
– –
-265
509
– –
-22,858
510
– –
-171,465
511
– –
-3,953
512
– –
-17
513
– –
-1,294
514
– –
-4,600
515
– –
-709,171
516
– –
-175,175
517
– –
-1,642,662
518
– –
-5,600
519
– –
-871
520
– –
-29,866
521
– –
-2,090,201
522
– –
-33,370
523
– –
-180,391
524
– –
-9,200
525
– –
-76,263
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