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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.56M 0.04%
18,455
-17,291
177
$1.51M 0.04%
61,756
-85,992
178
$1.43M 0.04%
28,730
-2,547
179
$1.42M 0.04%
19,570
+3,710
180
$1.39M 0.04%
+26,753
181
$1.25M 0.04%
17,434
-5,189
182
$1.15M 0.03%
35,360
-221,296
183
$1.14M 0.03%
30,548
-48,373
184
$1.07M 0.03%
36,100
+12,705
185
$1.06M 0.03%
12,913
-289,763
186
$1.05M 0.03%
45,269
-4,172
187
$1.04M 0.03%
38,559
+75
188
$1.03M 0.03%
+41,943
189
$986K 0.03%
22,572
+10,472
190
$942K 0.03%
16,581
+3,942
191
$937K 0.03%
14,379
+1,004
192
$933K 0.03%
+38,177
193
$921K 0.03%
11,600
-14,200
194
$856K 0.02%
+12,436
195
$853K 0.02%
+12,933
196
$794K 0.02%
12,288
-56,456
197
$757K 0.02%
+9,592
198
$719K 0.02%
3,400
-2,400
199
$719K 0.02%
+6,200
200
$713K 0.02%
+22,300
6 7
8
9 10