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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.4M 0.15%
+125,031
127
$18.2M 0.14%
345,054
-36,708
128
$17.2M 0.14%
+301,998
129
$13.5M 0.11%
163,792
+8,937
130
$13.5M 0.11%
+71,234
131
$13.1M 0.1%
187,764
132
$12.8M 0.1%
184,039
-27,050
133
$12.8M 0.1%
+151,893
134
$12.8M 0.1%
15,524
+8,937
135
$12.6M 0.1%
+328,525
136
$12.4M 0.1%
+414,839
137
$12.3M 0.1%
131,840
+22,971
138
$12.3M 0.1%
3,349,211
+965,000
139
$12M 0.1%
213,087
+172,773
140
$11.5M 0.09%
73,416
+73,205
141
$11.4M 0.09%
1,428,860
+239,000
142
$11.4M 0.09%
553,442
-437,101
143
$11.4M 0.09%
+216,435
144
$11.2M 0.09%
333,822
+39,570
145
$11.2M 0.09%
+336,025
146
$11.1M 0.09%
96,908
-626,232
147
$10.9M 0.09%
406,135
+42,187
148
$10.6M 0.08%
67,687
+22,112
149
$10.6M 0.08%
162,671
+159,271
150
$10.3M 0.08%
88,492
+4,752
4 5
6
7 8