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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.2M 0.08%
506,386
+456,230
152
$10.2M 0.08%
58,556
+30,709
153
$9.96M 0.08%
+169,666
154
$9.85M 0.08%
189,167
+99,192
155
$9.81M 0.08%
251,000
156
$9.73M 0.08%
+598,544
157
$9.48M 0.08%
+100,214
158
$9.23M 0.07%
385,604
+139,163
159
$9.2M 0.07%
+362,091
160
$8.23M 0.07%
106,554
-82,384
161
$8.06M 0.06%
72,142
+48,732
162
$7.96M 0.06%
100,579
-20,585
163
$7.86M 0.06%
72,001
-13,716
164
$7.84M 0.06%
41,020
+9,996
165
$7.67M 0.06%
240,121
-8,115
166
$7.66M 0.06%
+182,363
167
$7.62M 0.06%
+81,503
168
$7.6M 0.06%
308,988
+270,937
169
$7.45M 0.06%
37,065
-17,983
170
$7.4M 0.06%
104,792
+66,373
171
$7.31M 0.06%
+164,479
172
$6.91M 0.06%
299,234
-73,610
173
$6.85M 0.05%
73,466
+19,679
174
$6.75M 0.05%
101,655
-16,685
175
$6.65M 0.05%
119,368
+117,794
5 6
7
8 9