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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.08M 0.17%
+158,914
127
$5.9M 0.17%
+70,998
128
$5.75M 0.16%
111,964
+143
129
$5.62M 0.16%
101,897
+85,008
130
$5.54M 0.16%
38,508
+32,008
131
$5.52M 0.16%
54,000
-120,998
132
$5.37M 0.15%
+56,973
133
$5.22M 0.15%
+88,193
134
$4.98M 0.14%
87,602
+33,452
135
$4.88M 0.14%
+155,757
136
$4.68M 0.13%
+52,440
137
$4.68M 0.13%
38,753
138
$4.67M 0.13%
80,203
-2,895
139
$4.63M 0.13%
26,399
+479
140
$4.45M 0.13%
93,939
+87,739
141
$4.32M 0.12%
+441,526
142
$4.3M 0.12%
12,053
+10,441
143
$4.29M 0.12%
123,086
+44,345
144
$4.27M 0.12%
+120,741
145
$4.18M 0.12%
+42,538
146
$4.13M 0.12%
116,787
+48,781
147
$4.01M 0.11%
+70,317
148
$3.94M 0.11%
+68,377
149
$3.93M 0.11%
+18,172
150
$3.83M 0.11%
90,802
-1,251
4 5
6
7 8