JIM
Jupiter Investment Management Portfolio holdings
AUM
$6.26B
1-Year Est. Return
13.19%
1 Year Est. Return
+13.19%
AUM
$5.13B
AUM Growth
-$2.08B
(-29%)
Holding
529
Top Buys
| 1 | +$97.8M | |
| 2 | +$67.4M | |
| 3 | +$66.5M | |
| 4 |
Goldman Sachs
GS
|
+$58.9M |
| 5 |
Pfizer
PFE
|
+$56.2M |
Top Sells
| 1 | +$88.2M | |
| 2 | +$67.3M | |
| 3 | +$63M | |
| 4 |
PepsiCo
PEP
|
+$58M |
| 5 |
Lockheed Martin
LMT
|
+$56.8M |
Sector Composition
| 1 | Technology | 27.76% |
| 2 | Healthcare | 17.41% |
| 3 | Financials | 14.27% |
| 4 | Consumer Discretionary | 8.99% |
| 5 | Communication Services | 8.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McKesson
MCK
$105B
| $21M | 0.41% |
155,399
-6,858
|
|
||
77
Lam Research
LRCX
$196B
| $20.6M | 0.4% |
856,280
-11,550
|
|
||
78
American International
AIG
$44.7B
| $20.5M | 0.4% |
843,680
-153,675
|
|
||
|
ALXN
79
DELISTED
Alexion Pharmaceuticals
ALXN
| $19.7M | 0.38% |
218,895
-58,353
|
|
||
80
T. Rowe Price
TROW
$22.1B
| $19.5M | 0.38% |
200,128
-1,187
|
|
||
81
Colgate-Palmolive
CL
$61.7B
| $19.5M | 0.38% |
293,388
+93,873
|
|
||
82
Vornado Realty Trust
VNO
$6.89B
| $18.5M | 0.36% |
511,882
+101,590
|
|
||
83
Coeur Mining
CDE
$8.88B
| $18.1M | 0.35% |
5,627,310
+1,179,310
|
|
||
84
Nike
NKE
$90.5B
| $17.8M | 0.35% |
215,542
-45,707
|
|
||
85
Idacorp
IDA
$7B
| $17.8M | 0.35% |
202,918
+176,056
|
|
||
86
TSMC
TSM
$1.53T
| $17.3M | 0.34% |
362,300
+5,600
|
|
||
87
CDW
CDW
$18.6B
| $16.6M | 0.32% |
178,286
+172,457
|
|
||
88
Bank of New York Mellon
BK
$75.3B
| $15.9M | 0.31% |
471,454
+446,517
|
|
||
89
Huntington Ingalls Industries
HII
$12.4B
| $15.6M | 0.3% |
85,820
+40,514
|
|
||
90
HDFC Bank
HDB
$186B
| $15.5M | 0.3% |
402,078
+110,600
|
|
||
91
Apple Hospitality REIT
APLE
$2.64B
| $15.4M | 0.3% |
1,683,778
+654,196
|
|
||
92
Biogen
BIIB
$21.9B
| $15.3M | 0.3% |
48,430
-76,936
|
|
||
93
MSCI
MSCI
$43.2B
| $14.8M | 0.29% |
51,276
-72,057
|
|
||
94
Coterra Energy
CTRA
$19.7B
| $14.7M | 0.29% |
858,034
-347,762
|
|
||
95
Oracle
ORCL
$707B
| $14.2M | 0.28% |
293,752
-1,393,223
|
|
||
96
Mercury Insurance
MCY
$4.42B
| $13.9M | 0.27% |
342,431
-36,046
|
|
||
97
GE Aerospace
GE
$321B
| $13.8M | 0.27% |
347,747
-167,002
|
|
||
98
Mastercard
MA
$496B
| $13.7M | 0.27% |
56,742
+43,788
|
|
||
99
AutoZone
AZO
$61.1B
| $13.6M | 0.27% |
16,117
-6,241
|
|
||
100
Cirrus Logic
CRUS
$6.65B
| $13.5M | 0.26% |
206,378
+116,225
|
|