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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.8M 0.39%
1,121,778
77
$48.8M 0.39%
781,009
+31,477
78
$47.9M 0.38%
2,231,303
+2,205,728
79
$46.1M 0.37%
1,083,695
+423,648
80
$45.4M 0.36%
+476,067
81
$44.1M 0.35%
848,753
+767,865
82
$43.8M 0.35%
3,437,652
+1,467,324
83
$43.7M 0.35%
213,823
-227,046
84
$41.7M 0.33%
178,501
-605,124
85
$40.1M 0.32%
251,952
-42,468
86
$40.1M 0.32%
1,041,182
+658,100
87
$37.9M 0.3%
2,525,616
+1,926,852
88
$37.8M 0.3%
184,747
-22,039
89
$37.6M 0.3%
433,171
+357,678
90
$37.5M 0.3%
1,066,142
+509,298
91
$37.3M 0.3%
595,849
+220,891
92
$36.5M 0.29%
871,858
+852,752
93
$34.1M 0.27%
277,704
-1,036
94
$33.5M 0.27%
+827,597
95
$33.2M 0.26%
849,715
-535,770
96
$32.8M 0.26%
636,386
+261,346
97
$32.4M 0.26%
796,283
-827,401
98
$30.8M 0.25%
279,896
+25,272
99
$30.3M 0.24%
223,681
-218,114
100
$30.1M 0.24%
1,390,382
+1,337,485
2 3
4
5 6