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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42.5M 0.44%
524,508
+264,320
77
$41.9M 0.44%
224,353
-260,553
78
$40.5M 0.42%
+2,157,993
79
$39.5M 0.41%
1,542,830
+813,659
80
$39.2M 0.41%
964,186
-365,798
81
$38.5M 0.4%
389,504
-121,141
82
$38.2M 0.4%
+1,042,687
83
$37.4M 0.39%
3,397,281
+1,601,575
84
$37.2M 0.39%
217,798
+7,322
85
$37M 0.39%
387,492
-95,585
86
$35.3M 0.37%
+463,496
87
$31.4M 0.33%
3,654,396
-3,124,960
88
$31.3M 0.33%
498,233
+82,062
89
$31.2M 0.33%
+563,646
90
$31M 0.32%
503,447
+503,166
91
$30.7M 0.32%
530,068
-155,609
92
$29.7M 0.31%
370,085
+142,313
93
$28.1M 0.29%
578,988
+146,055
94
$27.8M 0.29%
1,281,533
+1,098,007
95
$27.6M 0.29%
301,350
+279,596
96
$27.1M 0.28%
1,041,039
-110,691
97
$26.6M 0.28%
204,414
+26,376
98
$26.1M 0.27%
413,327
-45,778
99
$26M 0.27%
244,856
-171,100
100
$25.8M 0.27%
407,380
-1,724,334
2 3
4
5 6