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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.49M 0.09%
+40,787
152
$7.33M 0.09%
36,479
+34,732
153
$7.25M 0.09%
322,752
+147,079
154
$7.16M 0.09%
+72,009
155
$7.13M 0.09%
51,394
+12,150
156
$7.12M 0.09%
34,813
+30,307
157
$7.12M 0.09%
+120,008
158
$7.06M 0.09%
75,244
+17,118
159
$7M 0.08%
117,223
-59,798
160
$6.99M 0.08%
89,664
+57,839
161
$6.89M 0.08%
68,696
+18,883
162
$6.88M 0.08%
192,590
-4,680
163
$6.87M 0.08%
67,309
-21,592
164
$6.78M 0.08%
100,542
-104,312
165
$6.74M 0.08%
86,008
+31,286
166
$6.54M 0.08%
202,000
+90,000
167
$6.41M 0.08%
204,912
+137,971
168
$6.31M 0.08%
669,925
+461,766
169
$6.12M 0.07%
614,383
-288,196
170
$5.99M 0.07%
127,553
-263,822
171
$5.83M 0.07%
+160,119
172
$5.44M 0.07%
60,641
+41,512
173
$5.35M 0.06%
636,082
-179,659
174
$5.3M 0.06%
48,652
+30,948
175
$5.07M 0.06%
38,283
+22,910
5 6
7
8 9