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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69M 0.64%
630,723
+26,372
52
$66.4M 0.61%
3,673,591
+2,878,179
53
$66.2M 0.61%
695,754
-52,875
54
$65M 0.6%
1,179,137
55
$63.5M 0.59%
+2,432,154
56
$63.2M 0.58%
2,988,920
+1,007,159
57
$60.3M 0.56%
2,208,982
+282,446
58
$59.1M 0.54%
1,314,768
-40,951
59
$58.9M 0.54%
143,545
+69,810
60
$58.6M 0.54%
644,216
-255,242
61
$58.4M 0.54%
198,114
-25,897
62
$56M 0.52%
404,908
-374,592
63
$55.5M 0.51%
1,286,216
+90,089
64
$54.8M 0.51%
301,605
+214,750
65
$54.5M 0.5%
854,397
-705,051
66
$51.7M 0.48%
283,464
+17,075
67
$51.7M 0.48%
681,121
-244,590
68
$50.2M 0.46%
1,613,817
-288,305
69
$49.1M 0.45%
+527,254
70
$48.7M 0.45%
1,036,834
-2,358
71
$48M 0.44%
525,565
72
$47.5M 0.44%
+2,183,277
73
$47.1M 0.43%
641,843
-471,498
74
$46.3M 0.43%
1,061,684
+992,716
75
$44M 0.41%
1,015,779
-644,022
1 2
3
4 5