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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.97M 0.08%
153,677
+17,367
152
$7.89M 0.08%
75,023
-221
153
$7.62M 0.08%
41,279
+4,800
154
$7.6M 0.08%
68,970
+274
155
$7.48M 0.08%
52,692
+1,298
156
$7.03M 0.07%
92,239
-79,577
157
$7.01M 0.07%
+195,182
158
$6.95M 0.07%
206,528
+1,616
159
$6.75M 0.07%
180,000
-22,000
160
$6.73M 0.07%
42,959
-165,183
161
$6.67M 0.07%
86,362
+354
162
$6.22M 0.07%
+322,382
163
$6.21M 0.06%
163,941
-283,748
164
$5.77M 0.06%
103,414
+100,509
165
$5.68M 0.06%
49,002
+350
166
$5.42M 0.06%
217,542
+36,512
167
$5.39M 0.06%
38,573
+290
168
$5.26M 0.06%
+40,923
169
$5.2M 0.05%
6,066
+5,757
170
$4.88M 0.05%
41,496
-62,721
171
$4.79M 0.05%
92,852
-11,047
172
$4.78M 0.05%
+46,316
173
$4.38M 0.05%
90,499
+6,751
174
$4.24M 0.04%
136,549
-161,499
175
$4.04M 0.04%
107,519
-85,071
5 6
7
8 9