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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.4M 0.23%
352,823
-208,308
102
$28M 0.22%
1,031,044
+23,152
103
$27.1M 0.22%
583,101
-1,197,453
104
$27.1M 0.22%
+323,846
105
$27M 0.22%
211,077
-1,678
106
$26.7M 0.21%
1,355,659
-960,740
107
$26.6M 0.21%
318,948
-233,458
108
$26.4M 0.21%
136,378
-2,165
109
$26.2M 0.21%
409,516
+16,769
110
$25.7M 0.2%
+389,427
111
$25.6M 0.2%
233,715
-13,249
112
$25M 0.2%
436,859
+265,021
113
$24.1M 0.19%
246,096
+220,025
114
$23.8M 0.19%
87,190
115
$23.7M 0.19%
92,008
+86,953
116
$23.6M 0.19%
226,258
+83,633
117
$22.8M 0.18%
1,009,314
118
$21.8M 0.17%
522,146
+243,038
119
$20.7M 0.17%
188,020
-126,521
120
$20.6M 0.16%
+146,222
121
$20.3M 0.16%
50,515
-28
122
$20.1M 0.16%
234,014
123
$19.4M 0.15%
280,092
+265,812
124
$19.3M 0.15%
403,702
+155,372
125
$19.3M 0.15%
210,426
+172,953
3 4
5
6 7