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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.81M 0.11%
+36,912
152
$3.43M 0.1%
+374,416
153
$3.25M 0.09%
67,465
-8,132
154
$3.19M 0.09%
138,502
+101,408
155
$2.95M 0.08%
+57,971
156
$2.89M 0.08%
92,845
-79,416
157
$2.79M 0.08%
64,974
+28,464
158
$2.76M 0.08%
+35,859
159
$2.74M 0.08%
28,142
+28,021
160
$2.68M 0.08%
+154,965
161
$2.68M 0.08%
74,964
-181,666
162
$2.46M 0.07%
42,957
+6,809
163
$2.42M 0.07%
39,760
+9,758
164
$2.35M 0.07%
61,026
+38,610
165
$1.96M 0.06%
+61,842
166
$1.85M 0.05%
+67,763
167
$1.84M 0.05%
30,570
+13,270
168
$1.8M 0.05%
+144,072
169
$1.78M 0.05%
+90,650
170
$1.76M 0.05%
39,890
+29,061
171
$1.74M 0.05%
15,900
-139,932
172
$1.71M 0.05%
38,241
-358,866
173
$1.61M 0.05%
23,432
174
$1.58M 0.04%
+35,785
175
$1.58M 0.04%
+34,161
5 6
7
8 9