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
$10.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.2M 0.24%
446,347
-378,345
102
$25.7M 0.24%
246,964
+96,840
103
$23.2M 0.21%
990,543
-50,496
104
$22.8M 0.21%
+374,958
105
$21.3M 0.2%
1,970,328
-1,684,068
106
$21.2M 0.2%
87,190
-8,022
107
$21.2M 0.2%
104,159
-120,194
108
$21.1M 0.19%
375,040
-188,606
109
$20.9M 0.19%
556,844
+420,295
110
$20.8M 0.19%
1,031,406
-250,127
111
$20.4M 0.19%
1,009,314
+335,866
112
$20.4M 0.19%
381,762
-4,370
113
$20.1M 0.19%
50,543
+87
114
$19.2M 0.18%
1,065,527
+743,145
115
$19.1M 0.18%
363,948
+55,665
116
$17.3M 0.16%
234,014
-5,137
117
$17.2M 0.16%
188,938
-87,337
118
$17.2M 0.16%
164,297
-1,975,324
119
$16.8M 0.15%
142,625
-246,879
120
$16.7M 0.15%
130,194
+31,644
121
$16.6M 0.15%
298,010
-49,145
122
$15.9M 0.15%
+151,890
123
$14.7M 0.14%
211,089
-53,656
124
$14.6M 0.13%
+472,892
125
$14.5M 0.13%
+383,082
3 4
5
6 7