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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.92M 0.08%
1,189,860
+80,000
152
$8.5M 0.08%
119,014
-34,501
153
$8.42M 0.08%
173,116
+159,226
154
$8.25M 0.08%
321,579
+235,002
155
$8.06M 0.07%
150,201
+149,040
156
$8.01M 0.07%
+598,764
157
$7.84M 0.07%
45,575
+2,616
158
$7.83M 0.07%
45,575
-25,768
159
$7.75M 0.07%
107,788
+80,177
160
$7.73M 0.07%
56,938
-12,032
161
$7.7M 0.07%
75,493
+71,638
162
$7.66M 0.07%
49,455
-3,237
163
$7.6M 0.07%
108,869
+92,244
164
$7.54M 0.07%
196,906
-9,622
165
$7.44M 0.07%
+182,738
166
$7.4M 0.07%
118,340
-35,337
167
$7.09M 0.07%
62,228
-12,795
168
$7.09M 0.07%
326,895
-754,577
169
$7.06M 0.07%
125,166
-384,781
170
$6.76M 0.06%
246,441
-262,518
171
$6.7M 0.06%
21,844
+21,781
172
$6.69M 0.06%
+42,434
173
$6.38M 0.06%
118,947
+118,784
174
$6.34M 0.06%
40,988
+2,415
175
$6.31M 0.06%
43,042
+35,806
5 6
7
8 9