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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.52M 0.08%
+228,045
152
$8.17M 0.07%
+54,616
153
$8.1M 0.07%
+706,907
154
$8.05M 0.07%
316,256
-15,740
155
$7.86M 0.07%
67,317
-7,267
156
$7.82M 0.07%
+304,415
157
$7.55M 0.07%
81,199
-48,601
158
$7.47M 0.07%
275,595
-67,820
159
$7.47M 0.07%
609,511
+253,049
160
$7.19M 0.06%
128,642
-591,693
161
$7.1M 0.06%
44,780
-97,763
162
$6.98M 0.06%
161,357
-42,766
163
$6.45M 0.06%
140,668
+122,474
164
$6.29M 0.06%
105,827
+36,390
165
$6.21M 0.06%
31,882
-12,797
166
$6.01M 0.05%
+29,522
167
$5.62M 0.05%
3,289,015
+1,699,190
168
$5.48M 0.05%
50,420
+43,862
169
$5.35M 0.05%
129,944
+127,528
170
$5.29M 0.05%
120,955
-18,691
171
$5.26M 0.05%
+84,790
172
$5.15M 0.05%
155,346
+89,509
173
$5.09M 0.05%
285,370
-84,824
174
$4.98M 0.04%
55,044
+43,263
175
$4.89M 0.04%
+242,132
5 6
7
8 9