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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.8M 0.13%
+344,784
127
$13.7M 0.13%
+150,028
128
$12.6M 0.12%
126,739
-23,278
129
$11.7M 0.11%
262,028
+240,728
130
$11.3M 0.1%
+218,595
131
$11.1M 0.1%
654,360
+541,952
132
$11M 0.1%
241,653
+46,656
133
$10.7M 0.1%
+183,656
134
$10.7M 0.1%
221,481
-822,747
135
$10.6M 0.1%
259,800
-67,800
136
$10.4M 0.1%
+954,881
137
$10.4M 0.1%
+120,299
138
$10.4M 0.1%
237,549
+9,504
139
$10.4M 0.1%
210,389
-70,830
140
$10.4M 0.1%
646,734
-916,260
141
$10.3M 0.09%
292,196
-14,152
142
$9.16M 0.08%
230,583
-270,918
143
$8.99M 0.08%
419,774
+26,414
144
$8.85M 0.08%
481,669
-614,029
145
$8.85M 0.08%
278,769
-1,258,047
146
$8.76M 0.08%
217,465
+146,625
147
$8.75M 0.08%
+620,671
148
$8.69M 0.08%
+124,281
149
$8.44M 0.08%
346,016
-822,771
150
$8.35M 0.08%
747,594
+138,083
4 5
6
7 8