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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15M 0.42%
+215,283
77
$14.9M 0.42%
215,849
-810,075
78
$14.8M 0.42%
186,379
-109,834
79
$14.7M 0.42%
174,814
-492,719
80
$14.3M 0.4%
226,625
+171,703
81
$14.2M 0.4%
290,802
+243,050
82
$14.1M 0.4%
+138,639
83
$14M 0.4%
869,786
-567,950
84
$13.8M 0.39%
281,180
-210,989
85
$12.5M 0.35%
+243,999
86
$12.4M 0.35%
237,935
+572
87
$12.3M 0.35%
+91,029
88
$12.1M 0.34%
168,735
-37,032
89
$11.8M 0.33%
755,338
+749,997
90
$11.8M 0.33%
+1,010,693
91
$11.7M 0.33%
374,935
+351,835
92
$10.8M 0.31%
299,517
-1,556,729
93
$10.2M 0.29%
346,869
+252,480
94
$10M 0.28%
211,601
-101,887
95
$10M 0.28%
173,358
-42,306
96
$9.43M 0.27%
+104,004
97
$9.38M 0.26%
556,140
+403,015
98
$9.32M 0.26%
+963,756
99
$9.16M 0.26%
450,645
+146,694
100
$9.06M 0.26%
+277,950
2 3
4
5 6