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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.58M 0.05%
182,634
+30,463
177
$6.47M 0.05%
+96,936
178
$6.37M 0.05%
+385,191
179
$6.34M 0.05%
52,980
-9,248
180
$6.05M 0.05%
141,101
-55,805
181
$5.9M 0.05%
36,644
-12,811
182
$5.83M 0.05%
42,878
-14,060
183
$5.74M 0.05%
105,411
+32,976
184
$5.55M 0.04%
106,888
-43,313
185
$5.35M 0.04%
171,546
-101,180
186
$5.11M 0.04%
477,030
+279,394
187
$5.04M 0.04%
182,008
+43,558
188
$4.9M 0.04%
+420,584
189
$4.89M 0.04%
+46,052
190
$4.88M 0.04%
142,228
+53,969
191
$4.8M 0.04%
115,100
+90,316
192
$4.78M 0.04%
94,003
+60,519
193
$4.75M 0.04%
72,492
-77,743
194
$4.74M 0.04%
+77,013
195
$4.72M 0.04%
72,033
-17,707
196
$4.68M 0.04%
34,836
-8,691
197
$4.6M 0.04%
138,161
+136,300
198
$4.47M 0.04%
89,335
+23,601
199
$4.36M 0.03%
70,029
-48,985
200
$4.29M 0.03%
57,232
-50,556
6 7
8
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