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
$9.75B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$130M
3
+$120M
4
JD icon
JD.com
JD
+$109M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$101M

Top Sells

1
+$219M
2
+$182M
3
+$159M
4
BIIB icon
Biogen
BIIB
+$143M
5
CDNS icon
Cadence Design Systems
CDNS
+$127M

Sector Composition

1 Technology 19.63%
2 Financials 12.22%
3 Consumer Discretionary 11.75%
4 Healthcare 11.11%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.7M 0.12%
+165,939
152
$11.6M 0.12%
152,725
-528,396
153
$11.3M 0.12%
+258,550
154
$11.3M 0.12%
161,936
-135,560
155
$10.6M 0.11%
393,017
+155,468
156
$10.5M 0.11%
82,092
+36,777
157
$10.5M 0.11%
268,700
+8,900
158
$10.4M 0.11%
168,844
-396,108
159
$10.4M 0.11%
+111,610
160
$10.2M 0.1%
290,660
-1,536
161
$9.87M 0.1%
783,900
+280,500
162
$9.84M 0.1%
1,369,995
+415,114
163
$9.8M 0.1%
710,172
+55,812
164
$9.75M 0.1%
+47,701
165
$9.75M 0.1%
107,941
-75,996
166
$9.56M 0.1%
190,576
-19,813
167
$9.04M 0.09%
810,332
+183,900
168
$8.77M 0.09%
444,098
-1,145,921
169
$8.61M 0.09%
481,813
+388,261
170
$8.55M 0.09%
338,008
+336,533
171
$8.49M 0.09%
+179,883
172
$8.34M 0.09%
333,071
-967,260
173
$7.74M 0.08%
+21,082
174
$7.44M 0.08%
133,401
+63,752
175
$7.38M 0.08%
109,166
-425,212
5 6
7
8 9