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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.9M 0.05%
+24,990
177
$5.84M 0.05%
43,527
-5,475
178
$5.61M 0.05%
6,587
+521
179
$5.45M 0.05%
59,263
+53,752
180
$5.34M 0.05%
53,787
+17,135
181
$5.29M 0.05%
84,374
+69,780
182
$5.25M 0.05%
31,024
+7,483
183
$5M 0.05%
98,863
+95,310
184
$4.96M 0.05%
+152,171
185
$4.95M 0.05%
+80,888
186
$4.91M 0.05%
103,943
+13,444
187
$4.87M 0.04%
89,740
+67,021
188
$4.86M 0.04%
+38,396
189
$4.41M 0.04%
67,381
+57,781
190
$4.39M 0.04%
+242,815
191
$4.32M 0.04%
72,435
+23,075
192
$4.2M 0.04%
+91,463
193
$4.15M 0.04%
89,975
+55,172
194
$4.15M 0.04%
+27,847
195
$3.97M 0.04%
38,021
-290,676
196
$3.85M 0.04%
+77,758
197
$3.68M 0.03%
111,805
+104,554
198
$3.62M 0.03%
37,473
-145,837
199
$3.6M 0.03%
18,321
-113,328
200
$3.52M 0.03%
+238,816
6 7
8
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