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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.7M 0.13%
127,903
-662,494
127
$13.1M 0.12%
248,330
-50
128
$12.7M 0.12%
279,108
-19,535
129
$12.6M 0.12%
154,855
+24,955
130
$11.9M 0.11%
66,592
+55,439
131
$11.2M 0.1%
171,838
+171,640
132
$10.9M 0.1%
150,235
+63,873
133
$10.8M 0.1%
187,764
+187,464
134
$10.7M 0.1%
121,425
-822,272
135
$10.6M 0.1%
60,799
-400
136
$10.3M 0.1%
+55,048
137
$10.3M 0.09%
85,717
-795
138
$10.1M 0.09%
294,252
+278,886
139
$9.94M 0.09%
248,236
+53,054
140
$9.81M 0.09%
+46,158
141
$9.78M 0.09%
83,740
+14,102
142
$9.73M 0.09%
121,164
-941
143
$9.58M 0.09%
372,844
+155,302
144
$9.57M 0.09%
161,220
+149,741
145
$9.54M 0.09%
+175,248
146
$9.46M 0.09%
2,384,211
+530,000
147
$9.42M 0.09%
251,000
+71,000
148
$9.29M 0.09%
272,726
-8,765
149
$9.15M 0.08%
128,386
-284,941
150
$8.94M 0.08%
45,404
-262,915
4 5
6
7 8