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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.01M 0.06%
199,153
-67,082
177
$4.88M 0.06%
+651,640
178
$4.83M 0.06%
+85,651
179
$4.74M 0.06%
166,346
-21,978
180
$4.71M 0.06%
46,648
-74,130
181
$4.66M 0.06%
44,586
-98,004
182
$4.66M 0.06%
+233,585
183
$4.54M 0.06%
181,030
+175,587
184
$4.41M 0.05%
+103,899
185
$4.31M 0.05%
33,292
-24,582
186
$4.25M 0.05%
23,697
-29,639
187
$4.25M 0.05%
142,686
+81,133
188
$4.2M 0.05%
83,748
+52,879
189
$4.12M 0.05%
224,860
+134,455
190
$4.09M 0.05%
+182,805
191
$4.08M 0.05%
80,114
-29,494
192
$3.94M 0.05%
+52,578
193
$3.91M 0.05%
183,526
+177,573
194
$3.79M 0.05%
+34,130
195
$3.73M 0.05%
51,247
+37,672
196
$3.62M 0.04%
+23,363
197
$3.4M 0.04%
135,789
-51,068
198
$3.39M 0.04%
83,272
+58,185
199
$3.36M 0.04%
+41,605
200
$3.29M 0.04%
56,739
-138,269
6 7
8
9 10