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
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-48,443
502
$0 οΉ€0.01%
10,719
-3,255
503
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-43,558
504
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-1,992
505
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506
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-22,858
507
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-171,465
508
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-3,953
509
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-17
510
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-1,294
511
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-4,600
512
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-709,171
513
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514
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-1,642,662
515
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-5,600
516
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-871
517
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518
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519
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520
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521
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-5,800
522
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-9,200
523
– –
-76,263
524
– –
-31,631
525
– –
-10,915
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