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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98.5M 0.7%
888,726
+881,492
52
$90.9M 0.65%
+7,282,575
53
$89.4M 0.64%
790,459
-171,440
54
$86.3M 0.61%
4,585,638
+2,060,022
55
$85.3M 0.61%
838,798
-32,792
56
$82.9M 0.59%
143,248
-32,192
57
$82.4M 0.59%
496,485
+437,929
58
$81.5M 0.58%
834,740
-106,204
59
$80.4M 0.57%
884,365
+238,058
60
$79M 0.56%
3,671,828
+109,459
61
$78.3M 0.56%
13,215,480
+13,197,120
62
$76.2M 0.54%
+1,710,031
63
$75.6M 0.54%
716,540
64
$73.6M 0.52%
3,333,258
-108,327
65
$72.2M 0.51%
844,316
+36,390
66
$70.1M 0.5%
+1,267,017
67
$69.9M 0.5%
753,868
68
$69.8M 0.5%
+2,933,351
69
$68.3M 0.49%
+1,155,298
70
$63.6M 0.45%
1,056,112
+275,103
71
$63.2M 0.45%
4,472,648
+1,034,996
72
$60.6M 0.43%
1,163,012
+998,533
73
$59.9M 0.43%
432,352
-482,686
74
$59.6M 0.42%
1,114,414
-66,260
75
$59.3M 0.42%
912,347
-96,221
1 2
3
4 5