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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.4M 0.23%
208,141
-43,811
102
$32.2M 0.23%
410,489
+372,424
103
$31.7M 0.23%
91,967
-548,856
104
$31.3M 0.22%
249,252
+177,110
105
$30.9M 0.22%
1,065,129
-1,013
106
$30.7M 0.22%
+186,174
107
$28.8M 0.21%
276,394
-3,502
108
$28.4M 0.2%
+380,614
109
$28.3M 0.2%
975,770
+560,931
110
$28M 0.2%
+312,435
111
$27.6M 0.2%
628,540
-1,275,753
112
$27.3M 0.19%
286,502
+98,738
113
$27.1M 0.19%
+1,062,466
114
$26.6M 0.19%
308,783
-124,388
115
$25.5M 0.18%
+830,108
116
$25.1M 0.18%
619,175
-230,540
117
$24.8M 0.18%
242,551
+196,499
118
$24.6M 0.18%
1,292,578
-97,804
119
$24.5M 0.17%
585,326
-536,452
120
$24M 0.17%
642,033
-185,564
121
$23.1M 0.16%
+56,538
122
$23M 0.16%
959,051
-50,263
123
$22.7M 0.16%
1,288,231
+689,687
124
$22.6M 0.16%
298,361
-3,637
125
$22.5M 0.16%
185,132
-25,945
3 4
5
6 7