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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.9M 0.14%
183,310
-49,038
127
$13.8M 0.14%
239,151
-529
128
$13.4M 0.14%
464,184
+439,177
129
$13.3M 0.14%
98,550
+77,746
130
$12.3M 0.13%
248,380
-1,468
131
$11.4M 0.12%
61,199
-9,090
132
$10.9M 0.11%
129,900
+40,236
133
$10.5M 0.11%
233,391
+151,207
134
$10.2M 0.11%
223,106
+34,231
135
$10.2M 0.11%
508,959
+2,372
136
$10.2M 0.11%
1,109,860
+136,617
137
$10.1M 0.11%
68,071
-7,012
138
$9.97M 0.1%
122,217
-215,659
139
$9.9M 0.1%
+298,643
140
$9.9M 0.1%
71,343
-1,107,266
141
$9.73M 0.1%
153,515
+153,444
142
$9.64M 0.1%
86,512
+332
143
$9.58M 0.1%
425,352
+289,636
144
$9.31M 0.1%
1,854,211
+350,000
145
$8.92M 0.09%
122,105
-6,941
146
$8.77M 0.09%
+89,808
147
$8.58M 0.09%
101,083
-205,120
148
$8.49M 0.09%
860,380
+245,997
149
$8.34M 0.09%
69,638
+1,399
150
$8.31M 0.09%
281,491
-118,030
4 5
6
7 8