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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.3M 0.25%
448,296
-184,260
102
$24.9M 0.23%
1,775,714
+495,781
103
$24.5M 0.23%
489,454
+76,100
104
$24.2M 0.22%
408,654
-41,947
105
$24.1M 0.22%
409,056
+123,201
106
$23.2M 0.21%
188,035
-80,696
107
$23M 0.21%
147,678
+17,485
108
$23M 0.21%
774,881
-508,173
109
$22.9M 0.21%
261,865
-174,517
110
$22.2M 0.2%
2,256,881
-1,341,591
111
$21.9M 0.2%
372,260
112
$21.3M 0.2%
+179,197
113
$21.1M 0.2%
297,496
-1,293,098
114
$20.1M 0.19%
453,378
+11,763
115
$19.6M 0.18%
911,936
-325,532
116
$19.5M 0.18%
895,396
117
$18.8M 0.17%
222,166
+218,853
118
$18.5M 0.17%
+118,105
119
$18.1M 0.17%
2,626,924
+118,479
120
$17.5M 0.16%
346,168
+339,768
121
$16.6M 0.15%
+220,837
122
$16.4M 0.15%
183,937
-4,722
123
$14.5M 0.13%
143,090
-2,559
124
$14.3M 0.13%
298,626
-514,612
125
$14.2M 0.13%
6,194,811
+2,144,000
3 4
5
6 7