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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46.5M 0.41%
303,208
-183,611
77
$43.7M 0.39%
436,382
-47,102
78
$43.6M 0.39%
525,565
-4,104
79
$43.5M 0.39%
+1,536,816
80
$43M 0.38%
1,044,228
+279,678
81
$42.6M 0.38%
1,283,054
-1,435,133
82
$41.1M 0.36%
1,561,017
+252,185
83
$38.7M 0.34%
2,716,208
+1,244,842
84
$38.6M 0.34%
1,486,668
+118,844
85
$38M 0.34%
303,665
+158,624
86
$36.8M 0.33%
+481,245
87
$36.5M 0.32%
266,389
-6,988
88
$35M 0.31%
1,981,761
+1,908,857
89
$34.8M 0.31%
610,157
+431,195
90
$33M 0.29%
1,039,192
-3,058
91
$32.6M 0.29%
3,598,472
+270,045
92
$32.4M 0.29%
632,556
+527,934
93
$32.2M 0.29%
344,479
+41,706
94
$31.5M 0.28%
268,731
+226,504
95
$29.7M 0.26%
474,340
+390,744
96
$29.1M 0.26%
1,237,468
+533,374
97
$29M 0.26%
496,620
-2,094,320
98
$28.8M 0.26%
487,828
+57,298
99
$28.3M 0.25%
+428,658
100
$28.2M 0.25%
+478,091
2 3
4
5 6