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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.9M 0.41%
+176,327
77
$33.6M 0.41%
180,435
+45,325
78
$33.5M 0.41%
+884,537
79
$31.9M 0.39%
208,142
+190,284
80
$31.8M 0.39%
210,476
-395,762
81
$31.2M 0.38%
893,459
+308,693
82
$30.8M 0.37%
+52,352
83
$28.5M 0.35%
459,105
+444,719
84
$28.1M 0.34%
+166,438
85
$27.6M 0.33%
398,617
+160,936
86
$27.4M 0.33%
300,491
-104,010
87
$27.1M 0.33%
+3,261,100
88
$26.6M 0.32%
306,203
-242,630
89
$25.8M 0.31%
405,256
-1,698,918
90
$25.6M 0.31%
337,876
-51,357
91
$25.6M 0.31%
+122,577
92
$24.7M 0.3%
+196,084
93
$24.5M 0.3%
330,217
+305,371
94
$24.2M 0.29%
+367,464
95
$24M 0.29%
394,583
+127,973
96
$23.6M 0.29%
178,038
+24,191
97
$23M 0.28%
416,171
+313,372
98
$22.9M 0.28%
239,302
+26,386
99
$22.8M 0.28%
638,406
+526,312
100
$22M 0.27%
454,980
2 3
4
5 6