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
$6.26B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$95.8M
2 +$62M
3 +$56.3M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$51.8M
5
META icon
Meta Platforms (Facebook)
META
+$51.5M

Top Sells

1 +$136M
2 +$100M
3 +$67.4M
4
PFE icon
Pfizer
PFE
+$64.9M
5
VRSN icon
VeriSign
VRSN
+$58.7M

Sector Composition

1 Technology 26.2%
2 Healthcare 15.76%
3 Financials 14.22%
4 Consumer Discretionary 11.22%
5 Communication Services 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OTIS icon
101
Otis Worldwide
OTIS
$34.7B
$16.4M 0.26%
+288,958
ZM icon
102
Zoom
ZM
$25.2B
$16.4M 0.26%
+64,590
CTRA icon
103
Coterra Energy
CTRA
$20.6B
$15.8M 0.25%
921,380
+63,346
AXU
104
DELISTED
Alexco Resource Corp
AXU
$15.7M 0.25%
+6,988,757
LRCX icon
105
Lam Research
LRCX
$194B
$15.6M 0.25%
482,070
-374,210
SITC icon
106
SITE Centers
SITC
$385M
$15.2M 0.24%
2,401,098
+561,401
RHI icon
107
Robert Half
RHI
$2.76B
$15.2M 0.24%
286,987
+192,563
HII icon
108
Huntington Ingalls Industries
HII
$12.1B
$14.7M 0.24%
84,432
-1,388
CRWD icon
109
CrowdStrike
CRWD
$126B
$14.6M 0.23%
146,029
-85,707
NEM icon
110
Newmont
NEM
$101B
$14.5M 0.23%
+235,189
SGEN
111
DELISTED
Seagen Inc. Common Stock
SGEN
$14.3M 0.23%
+84,232
EVR icon
112
Evercore
EVR
$12.3B
$14.3M 0.23%
242,050
+165,848
ARCH
113
DELISTED
Arch Resources, Inc.
ARCH
$14.2M 0.23%
499,876
+171,706
LVS icon
114
Las Vegas Sands
LVS
$47.5B
$14.2M 0.23%
311,277
+244,358
HL icon
115
Hecla Mining
HL
$11.5B
$14.2M 0.23%
4,334,000
+1,334,000
CDE icon
116
Coeur Mining
CDE
$11.1B
$14.1M 0.23%
2,782,310
-2,845,000
AKAM icon
117
Akamai
AKAM
$12.7B
$13.6M 0.22%
126,958
-14,979
JHG icon
118
Janus Henderson
JHG
$6.73B
$13.5M 0.22%
+637,713
APLE icon
119
Apple Hospitality REIT
APLE
$2.81B
$13.5M 0.22%
1,394,710
-289,068
CORT icon
120
Corcept Therapeutics
CORT
$8.27B
$13.3M 0.21%
788,865
+307,017
EBAY icon
121
eBay
EBAY
$37B
$12.5M 0.2%
+237,684
BLK icon
122
Blackrock
BLK
$162B
$12.4M 0.2%
+22,854
GEN icon
123
Gen Digital
GEN
$16.2B
$12.4M 0.2%
+625,577
BLDR icon
124
Builders FirstSource
BLDR
$12.6B
$12.4M 0.2%
598,722
-52,854
MKTX icon
125
MarketAxess Holdings
MKTX
$5.99B
$11.9M 0.19%
23,744
-266