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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56.4M 0.4%
1,247,194
+17,650
77
$56.1M 0.4%
716,950
-20,411
78
$55.4M 0.39%
1,179,137
+307,279
79
$53.4M 0.38%
2,342,614
+199,684
80
$52.8M 0.38%
+1,939,688
81
$52M 0.37%
1,436,268
+395,086
82
$51.9M 0.37%
+789,349
83
$50.8M 0.36%
465,516
+231,801
84
$50.5M 0.36%
+222,800
85
$49M 0.35%
1,009,935
+426,834
86
$47.6M 0.34%
+256,777
87
$46.4M 0.33%
144,303
+57,113
88
$45.5M 0.32%
498,598
-354,273
89
$45.5M 0.32%
2,284,971
+53,668
90
$43.9M 0.31%
188,088
-25,735
91
$41.8M 0.3%
280,975
-189,482
92
$41.4M 0.3%
206,968
+22,221
93
$39.4M 0.28%
852,692
-349,944
94
$38.7M 0.28%
129,066
+57,832
95
$38.5M 0.27%
1,628,358
+1,548,852
96
$37.6M 0.27%
1,202,108
+171,064
97
$35.6M 0.25%
+486,080
98
$35.1M 0.25%
338,768
+315,992
99
$35M 0.25%
2,024,970
-1,202,430
100
$33.8M 0.24%
+139,137
2 3
4
5 6