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
$10.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$71.4M 0.66%
526,096
+95,680
52
$69.5M 0.64%
+545,919
53
$66.9M 0.62%
1,780,554
-1,522,101
54
$64.5M 0.59%
716,540
+346,455
55
$64.2M 0.59%
441,795
-9,614
56
$63.9M 0.59%
2,412,869
+1,657,925
57
$63M 0.58%
1,121,778
-121
58
$59.7M 0.55%
1,385,485
-391,767
59
$58.1M 0.54%
93,830
+5,497
60
$57.6M 0.53%
232,231
-209,094
61
$56M 0.52%
821,316
+317,869
62
$56M 0.52%
2,316,399
+2,188,757
63
$55M 0.51%
1,252,286
+288,100
64
$53.1M 0.49%
3,070,701
-6,467,616
65
$52.9M 0.49%
689,707
+355,441
66
$52.3M 0.48%
552,406
-377,913
67
$50.8M 0.47%
480,609
+466,709
68
$50.2M 0.46%
1,111,026
+559,971
69
$49.9M 0.46%
753,868
+255,635
70
$49.2M 0.45%
+1,120,559
71
$48.9M 0.45%
749,532
-220,764
72
$48.3M 0.45%
294,420
+268,529
73
$45.1M 0.42%
+1,865,916
74
$44.9M 0.41%
+933,315
75
$43.1M 0.4%
350,064
-37,428
1 2
3
4 5