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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.6M 0.25%
432,933
+279,115
102
$20.5M 0.25%
551,529
+108,803
103
$20M 0.24%
+232,348
104
$19.9M 0.24%
1,795,706
+747,894
105
$19.6M 0.24%
325,622
+281,032
106
$19.5M 0.24%
884,978
+610,175
107
$19.1M 0.23%
1,151,730
+599,136
108
$19M 0.23%
303,130
-238,229
109
$18.7M 0.23%
682,779
+595,151
110
$18.4M 0.22%
260,188
+147,911
111
$18.1M 0.22%
149,009
+70,452
112
$16.4M 0.2%
347,511
+222,268
113
$16.3M 0.2%
517,624
+186,784
114
$16.1M 0.19%
227,772
+189,720
115
$16M 0.19%
447,689
+315,808
116
$15.8M 0.19%
153,115
+144,675
117
$15.4M 0.19%
+321,420
118
$15.4M 0.19%
223,595
+196,561
119
$15.4M 0.19%
168,429
+51,535
120
$15.4M 0.19%
239,680
+54,831
121
$14.7M 0.18%
156,386
+137,207
122
$13.5M 0.16%
359,785
+275,441
123
$13M 0.16%
152,217
+152,114
124
$12.9M 0.16%
171,816
+62,883
125
$12.6M 0.15%
+729,171
3 4
5
6 7