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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.8M 0.14%
+342,893
127
$15.7M 0.14%
441,615
-78,093
128
$15.1M 0.13%
285,855
+191,759
129
$15M 0.13%
188,659
+138,053
130
$15M 0.13%
387,939
-1,305,151
131
$14.2M 0.13%
145,649
-2,392
132
$14M 0.12%
+150,017
133
$12.9M 0.11%
661,785
+189,042
134
$12.9M 0.11%
+86,855
135
$12.1M 0.11%
337,580
-140,102
136
$12.1M 0.11%
327,600
-142,200
137
$11.8M 0.1%
281,219
-581,240
138
$11.5M 0.1%
795,412
+690,041
139
$11M 0.1%
317,600
-32,500
140
$10.6M 0.09%
+177,309
141
$10.3M 0.09%
2,508,445
-271,874
142
$10M 0.09%
134,133
-506,648
143
$9.86M 0.09%
545,485
+174,433
144
$9.6M 0.09%
703,498
-615,871
145
$9.56M 0.08%
4,050,811
+200,000
146
$9.47M 0.08%
306,348
+94,066
147
$8.99M 0.08%
+158,384
148
$8.81M 0.08%
393,360
-31,138
149
$8.64M 0.08%
194,997
+121,546
150
$8.58M 0.08%
+29,402
4 5
6
7 8