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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79.6M 0.63%
1,375,033
+1,077,023
52
$78.9M 0.63%
3,562,369
+747,398
53
$77.5M 0.62%
1,071,360
+344,280
54
$73.7M 0.59%
2,485,797
-1,709,505
55
$68.6M 0.55%
3,691,368
+620,667
56
$67.3M 0.54%
+807,926
57
$66.9M 0.53%
1,202,636
-3,347,625
58
$66.2M 0.53%
408,430
-773,542
59
$65.8M 0.52%
1,268,140
-1,095,600
60
$65.6M 0.52%
2,395,519
-1,270,089
61
$65.6M 0.52%
3,227,400
-7,329,130
62
$63.9M 0.51%
1,008,568
+880,182
63
$62.6M 0.5%
+1,078,578
64
$62.5M 0.5%
716,540
65
$62M 0.49%
646,307
+292,028
66
$60.5M 0.48%
992,533
-619,977
67
$59.5M 0.47%
753,868
68
$58.5M 0.47%
2,142,930
-269,939
69
$57.4M 0.46%
526,100
+256,389
70
$56.2M 0.45%
1,229,544
+118,518
71
$55.6M 0.44%
+4,280,345
72
$54.4M 0.43%
999,148
-121,411
73
$54.4M 0.43%
737,361
-83,955
74
$52.6M 0.42%
1,180,674
+385,102
75
$49.4M 0.39%
+1,475,234
1 2
3
4 5