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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76.5M 0.68%
1,113,341
-1,189,340
52
$76.2M 0.68%
2,698,813
-1,706,113
53
$75.7M 0.67%
1,419,127
+106,786
54
$74.4M 0.66%
+537,989
55
$72.6M 0.64%
+2,339,004
56
$71.1M 0.63%
789,794
+390,033
57
$65.2M 0.58%
+2,178,556
58
$64.5M 0.57%
748,629
+58,614
59
$64.4M 0.57%
899,458
+182,918
60
$63M 0.56%
925,711
-284,483
61
$62.4M 0.55%
790,996
+243,041
62
$62.3M 0.55%
1,659,801
+201,941
63
$59.5M 0.53%
1,355,719
+306,377
64
$59M 0.52%
+1,307,849
65
$57.8M 0.51%
604,351
+138,835
66
$55M 0.49%
194,107
+13,963
67
$54M 0.48%
224,011
+44,527
68
$53.4M 0.47%
470,901
-702,849
69
$50M 0.44%
1,179,137
70
$49.9M 0.44%
813,238
+66,408
71
$49.4M 0.44%
1,902,122
+1,325,779
72
$49M 0.43%
1,619,473
-927,322
73
$47.6M 0.42%
798,387
-1,087,697
74
$47.4M 0.42%
1,926,536
+1,262,940
75
$46.9M 0.42%
1,196,127
+1,083,453
1 2
3
4 5