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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.8M 0.25%
235,867
+51,401
102
$27.5M 0.24%
73,735
+34,314
103
$27M 0.24%
205,800
-42,822
104
$26M 0.23%
1,168,787
-1,437,920
105
$25.8M 0.23%
199,834
+15,514
106
$25.5M 0.23%
152,074
+145,974
107
$25.2M 0.22%
378,147
+7,341
108
$25M 0.22%
839,241
+138,759
109
$24.8M 0.22%
+920,645
110
$24.4M 0.22%
450,601
+128,448
111
$23M 0.2%
773,952
-428,156
112
$22.9M 0.2%
1,562,994
+369,267
113
$22.3M 0.2%
1,279,933
-189,924
114
$21.9M 0.19%
685,791
-1,022,003
115
$21.5M 0.19%
315,757
-1,076
116
$21.5M 0.19%
+185,548
117
$21.4M 0.19%
413,354
+168,493
118
$21.1M 0.19%
895,396
119
$21.1M 0.19%
255,230
+247,582
120
$19.5M 0.17%
1,242,634
+166,518
121
$19.4M 0.17%
372,260
-560
122
$17.9M 0.16%
287,200
-125,400
123
$17.7M 0.16%
501,501
+457,700
124
$16.7M 0.15%
+130,193
125
$16.1M 0.14%
+1,095,698
3 4
5
6 7