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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.1M 0.16%
+769,279
127
$21.7M 0.15%
373,757
-35,759
128
$21.3M 0.15%
184,635
-49,379
129
$21.1M 0.15%
131,840
130
$21M 0.15%
258,104
+106,211
131
$20.3M 0.14%
359,220
-908,920
132
$19.7M 0.14%
+101,659
133
$19.1M 0.14%
+192,948
134
$18.9M 0.13%
526,765
-948,469
135
$18.7M 0.13%
521,175
-562,520
136
$17.9M 0.13%
+558,887
137
$17.5M 0.12%
+480,725
138
$17.3M 0.12%
+473,600
139
$16.6M 0.12%
171,563
-2,001,738
140
$16.5M 0.12%
40,873
-9,642
141
$16.5M 0.12%
+448,617
142
$16.1M 0.11%
+229,002
143
$15M 0.11%
298,443
-105,259
144
$14.9M 0.11%
+131,697
145
$14.4M 0.1%
+1,041,201
146
$14.3M 0.1%
171,167
+8,496
147
$14.2M 0.1%
790,908
+284,522
148
$14.1M 0.1%
319,210
-202,936
149
$13.7M 0.1%
1,798,860
+370,000
150
$13.7M 0.1%
216,261
+3,174
4 5
6
7 8