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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.3M 0.66%
+582,838
52
$61.1M 0.64%
792,119
+250,513
53
$61.1M 0.64%
1,274,120
+38,960
54
$60.2M 0.63%
970,296
+571,679
55
$60.1M 0.63%
1,121,899
+303,207
56
$59.4M 0.62%
511,542
-353,997
57
$55.7M 0.58%
978,213
+123,911
58
$55.3M 0.58%
88,333
+35,981
59
$54.1M 0.57%
308,319
-141,735
60
$53.3M 0.56%
451,409
+77,882
61
$52.7M 0.55%
430,416
+91,005
62
$52.3M 0.55%
865,074
+470,491
63
$51.3M 0.54%
1,756,479
+1,073,700
64
$50.1M 0.52%
+824,692
65
$49.6M 0.52%
665,387
+20,757
66
$49.4M 0.52%
276,122
+235,335
67
$47.9M 0.5%
1,201,705
-569,075
68
$47.9M 0.5%
328,697
-32,304
69
$47.2M 0.49%
493,726
+433,085
70
$46.4M 0.49%
870,484
+567,354
71
$46.1M 0.48%
632,533
+302,316
72
$43.6M 0.46%
1,151,635
+1,114,113
73
$43.2M 0.45%
+343,770
74
$43M 0.45%
388,201
+148,899
75
$42.9M 0.45%
522,886
+26,270
1 2
3
4 5