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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.6M 0.67%
328,335
+327,909
52
$23M 0.65%
755,900
+67,380
53
$22M 0.62%
+312,596
54
$22M 0.62%
5,743,440
+5,641,472
55
$20.8M 0.59%
179,660
-109,544
56
$20.6M 0.58%
257,824
+250,924
57
$20.2M 0.57%
895,422
-1,953,150
58
$19.8M 0.56%
+353,663
59
$19M 0.54%
916,312
-680,703
60
$19M 0.54%
263,647
-241,582
61
$18.5M 0.52%
+893,300
62
$17.4M 0.49%
553,368
-423,312
63
$17.4M 0.49%
+203,499
64
$17.3M 0.49%
219,592
+91,175
65
$17.2M 0.49%
60,351
-486
66
$16.3M 0.46%
236,445
+155,945
67
$16M 0.45%
+381,811
68
$15.9M 0.45%
276,288
+248,707
69
$15.7M 0.44%
135,659
-5,308
70
$15.6M 0.44%
398,551
+176,661
71
$15.5M 0.44%
371,536
+15,039
72
$15.3M 0.43%
243,291
+241,891
73
$15.3M 0.43%
163,502
+2,790
74
$15.2M 0.43%
191,688
-8,184
75
$15.1M 0.43%
109,130
-377,607
1 2
3
4 5