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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.92M 0.04%
+25,891
177
$3.85M 0.04%
130,173
-36,173
178
$3.83M 0.04%
28,457
-61,666
179
$3.82M 0.04%
+144,139
180
$3.75M 0.04%
61,692
-23,959
181
$3.68M 0.04%
+23,541
182
$3.52M 0.04%
57,716
+12,544
183
$3.31M 0.03%
+36,652
184
$3.11M 0.03%
118,255
+51,899
185
$3.03M 0.03%
+49,360
186
$2.75M 0.03%
49,953
-7,958
187
$2.74M 0.03%
127,642
+63,218
188
$2.34M 0.02%
92,469
189
$2.33M 0.02%
+32,548
190
$2.26M 0.02%
116,358
+59,415
191
$2.21M 0.02%
+86,577
192
$2.21M 0.02%
24,868
+6,700
193
$2.15M 0.02%
+180,974
194
$2.06M 0.02%
65,802
+30,009
195
$1.91M 0.02%
11,153
+7,984
196
$1.69M 0.02%
22,176
-4,167
197
$1.69M 0.02%
+27,611
198
$1.66M 0.02%
32,264
+15,549
199
$1.63M 0.02%
14,064
-19,228
200
$1.57M 0.02%
83,151
+26,581
6 7
8
9 10