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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.6M 0.1%
361,300
+110,300
152
$13.4M 0.1%
204,863
-390,986
153
$13.2M 0.09%
161,138
-2,654
154
$13.2M 0.09%
71,380
-460,635
155
$13M 0.09%
52,642
-83,736
156
$12.7M 0.09%
226,993
+10,558
157
$12.7M 0.09%
245,186
+75,520
158
$12.2M 0.09%
+242,428
159
$12.2M 0.09%
3,499,211
+150,000
160
$11.7M 0.08%
83,820
-392,247
161
$10.5M 0.07%
41,486
+4,421
162
$10.3M 0.07%
941,570
+464,540
163
$9.97M 0.07%
60,607
-1,221,278
164
$9.93M 0.07%
159,718
+89,079
165
$9.86M 0.07%
+283,104
166
$9.55M 0.07%
145,044
+144,181
167
$9.47M 0.07%
343,346
+331,101
168
$8.96M 0.06%
182,766
-816,382
169
$8.83M 0.06%
43,320
+2,300
170
$8.77M 0.06%
40,442
-51,566
171
$8.72M 0.06%
+206,612
172
$8.67M 0.06%
+249,997
173
$8.53M 0.06%
147,319
+40,431
174
$8.38M 0.06%
214,752
+32,118
175
$8.11M 0.06%
+207,049
5 6
7
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