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
51
$52M 0.63%
569,887
+173,518
52
$51.7M 0.63%
1,329,984
+1,329,556
53
$51.5M 0.62%
581,754
-841,029
54
$49.5M 0.6%
+304,950
55
$49M 0.59%
854,302
56
$46.9M 0.57%
361,001
-721,660
57
$46.7M 0.57%
+194,088
58
$45.4M 0.55%
510,645
+200,468
59
$44.4M 0.54%
483,077
+412,262
60
$44.4M 0.54%
644,630
+25,591
61
$42.9M 0.52%
339,411
-487,848
62
$42.4M 0.51%
682,721
-292,598
63
$42.3M 0.51%
541,606
+340,492
64
$40.1M 0.49%
496,616
+171,305
65
$39.5M 0.48%
818,692
+95,133
66
$39.1M 0.47%
2,670,074
-2,705,175
67
$38.1M 0.46%
373,527
+110,995
68
$38.1M 0.46%
415,956
-345,357
69
$37.8M 0.46%
321,995
-143,660
70
$37.6M 0.46%
446,594
+350,292
71
$37.5M 0.45%
685,677
-162,723
72
$37M 0.45%
577,254
+435,064
73
$35.8M 0.43%
2,050,351
+2,000,850
74
$35M 0.42%
376,413
+131,607
75
$34.3M 0.42%
+691,774
1 2
3
4 5