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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.5M 0.15%
267,102
-262,290
127
$12.4M 0.15%
444,763
+444,525
128
$12.1M 0.15%
70,289
-40,162
129
$11.9M 0.14%
+75,083
130
$11.8M 0.14%
506,587
-94,687
131
$11.5M 0.14%
238,028
+94,758
132
$11.3M 0.14%
90,123
-19,024
133
$11.2M 0.14%
249,848
+92,578
134
$10.9M 0.13%
104,217
-6,732
135
$10.6M 0.13%
163,895
+61,363
136
$10.6M 0.13%
298,048
+263,723
137
$9.95M 0.12%
86,180
+24,765
138
$9.92M 0.12%
129,046
+28,915
139
$9.79M 0.12%
+147,216
140
$9.57M 0.12%
+879,336
141
$8.85M 0.11%
213,445
+152,089
142
$8.79M 0.11%
399,521
+173,182
143
$8.6M 0.1%
+188,875
144
$8.35M 0.1%
973,243
-2,808,737
145
$8.2M 0.1%
+103,907
146
$8.08M 0.1%
124,890
+21,654
147
$8.08M 0.1%
68,239
148
$8.04M 0.1%
136,310
+52,660
149
$7.97M 0.1%
+285,115
150
$7.67M 0.09%
1,504,211
+638,721
4 5
6
7 8