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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43.1M 0.4%
206,786
-69,336
77
$43M 0.4%
+299,382
78
$42.5M 0.39%
727,080
+243,920
79
$39.9M 0.37%
+561,131
80
$39.4M 0.36%
314,541
+142,930
81
$38.8M 0.36%
+795,572
82
$37.6M 0.35%
308,574
+308,445
83
$37.5M 0.35%
+590,619
84
$35.5M 0.33%
469,989
-162,544
85
$34.1M 0.31%
578,410
+48,342
86
$33.2M 0.31%
2,425,516
-3,561,148
87
$32.5M 0.3%
1,060,105
+1,034,605
88
$31M 0.29%
278,740
-534,243
89
$30.8M 0.28%
354,279
-109,217
90
$30M 0.28%
365,798
+354,251
91
$29.7M 0.27%
212,755
+8,341
92
$29.5M 0.27%
+481,140
93
$28.7M 0.26%
660,047
+195,753
94
$28.3M 0.26%
269,711
+24,855
95
$27.9M 0.26%
138,543
+13,732
96
$27.6M 0.25%
300,877
-473
97
$27.3M 0.25%
1,007,892
+582,540
98
$27.2M 0.25%
254,624
+51,690
99
$27M 0.25%
426,714
-438,360
100
$26.5M 0.24%
392,747
+102,593
2 3
4
5 6