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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.34M 0.08%
+229,688
152
$8.28M 0.08%
+1,032,290
153
$7.87M 0.07%
289,025
+13,430
154
$7.81M 0.07%
29,308
-1,089,248
155
$7.52M 0.07%
24,603
+22,703
156
$7.49M 0.07%
106,318
+491
157
$7.06M 0.07%
284,713
-31,543
158
$7.02M 0.06%
+6,856
159
$6.75M 0.06%
127,262
-2,682
160
$6.74M 0.06%
3,289,015
161
$6.73M 0.06%
+266,926
162
$6.61M 0.06%
239,587
+106,148
163
$6.58M 0.06%
+626,432
164
$6.48M 0.06%
+310,482
165
$6.44M 0.06%
81,040
+13,394
166
$6.42M 0.06%
85,301
-343,357
167
$6.11M 0.06%
+278,183
168
$6.05M 0.06%
440,675
-801,959
169
$6.04M 0.06%
+103,993
170
$5.9M 0.05%
+63,973
171
$5.85M 0.05%
63,721
+61,022
172
$5.77M 0.05%
503,400
+461,000
173
$5.74M 0.05%
110,776
-29,892
174
$5.71M 0.05%
105,824
+40,099
175
$5.69M 0.05%
165,487
-520,304
5 6
7
8 9