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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43.1M 0.4%
665,518
+177,690
77
$40.9M 0.38%
1,590,019
+103,351
78
$40.5M 0.37%
318,389
+288,266
79
$40.4M 0.37%
+667,404
80
$40.4M 0.37%
508,962
+463,021
81
$40.2M 0.37%
315,012
+11,347
82
$40M 0.37%
+1,534,971
83
$39.2M 0.36%
564,952
-233,435
84
$37.8M 0.35%
215,193
+206,512
85
$37M 0.34%
963,488
+124,247
86
$37M 0.34%
221,995
+16,195
87
$36.7M 0.34%
2,254,300
-461,908
88
$36.7M 0.34%
1,231,284
-947,272
89
$34.7M 0.32%
534,378
+60,038
90
$33.9M 0.31%
475,977
-2,114
91
$32.1M 0.3%
368,805
-112,440
92
$31.8M 0.29%
+1,131,000
93
$31.7M 0.29%
+397,855
94
$30.5M 0.28%
379,583
+374,108
95
$30.5M 0.28%
363,410
+127,543
96
$30.4M 0.28%
1,014,361
-546,656
97
$28.4M 0.26%
203,243
+3,409
98
$28.4M 0.26%
351,325
+35,568
99
$28.3M 0.26%
1,300,331
+1,263,430
100
$27.8M 0.26%
295,235
+40,005
2 3
4
5 6