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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.8M 0.27%
334,266
-112,328
102
$25.3M 0.26%
237,755
-138,658
103
$25.2M 0.26%
509,947
+162,436
104
$24.9M 0.26%
+754,944
105
$24.7M 0.26%
1,081,472
+196,494
106
$23.5M 0.25%
131,649
-651,826
107
$23.4M 0.25%
290,154
+126,259
108
$23.2M 0.24%
483,160
+28,180
109
$23M 0.24%
386,132
+282,225
110
$22.8M 0.24%
276,275
+52,680
111
$22.7M 0.24%
551,055
+390,936
112
$21.5M 0.22%
50,456
+44,116
113
$21.4M 0.22%
124,811
+101,114
114
$21.2M 0.22%
171,611
+104,302
115
$19.4M 0.2%
202,934
+34,505
116
$19.2M 0.2%
95,212
+60,399
117
$18.8M 0.2%
464,294
-87,235
118
$17.6M 0.18%
374,738
+136,710
119
$17.5M 0.18%
347,155
+25,735
120
$17.3M 0.18%
+235,096
121
$17.2M 0.18%
308,283
+257,150
122
$15.8M 0.17%
264,745
+252,638
123
$15M 0.16%
150,124
-2,093
124
$15M 0.16%
+383,393
125
$14.3M 0.15%
673,448
+350,696
3 4
5
6 7