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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.95M 0.25%
96,472
+85,857
102
$8.94M 0.25%
+157,476
103
$8.89M 0.25%
353,891
-341,175
104
$8.76M 0.25%
181,672
+163,876
105
$8.68M 0.25%
44,067
+30,493
106
$8.57M 0.24%
+213,156
107
$8.57M 0.24%
+62,300
108
$8.41M 0.24%
154,100
+54,085
109
$8.22M 0.23%
147,543
+76,600
110
$8.13M 0.23%
+58,923
111
$8.01M 0.23%
+311,518
112
$8M 0.23%
+189,216
113
$7.96M 0.22%
136,704
+102,052
114
$7.27M 0.21%
161,353
+106,039
115
$7.24M 0.2%
+114,009
116
$7.22M 0.2%
15,534
+5,487
117
$6.92M 0.2%
4,540
-4,310
118
$6.9M 0.19%
+71,001
119
$6.71M 0.19%
+226,546
120
$6.66M 0.19%
+148,386
121
$6.53M 0.18%
+138,085
122
$6.49M 0.18%
104,103
+54,930
123
$6.41M 0.18%
+115,801
124
$6.41M 0.18%
169,081
+82,920
125
$6.41M 0.18%
+206,575
3 4
5
6 7