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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.08M 0.06%
295,044
+223,954
177
$8.08M 0.06%
87,240
-12,974
178
$7.9M 0.06%
502,429
+358,318
179
$7.76M 0.06%
199,433
-129,092
180
$7.71M 0.05%
+79,000
181
$7.65M 0.05%
52,052
-1,610,154
182
$7.64M 0.05%
77,997
+4,531
183
$7.62M 0.05%
257,349
+75,341
184
$7.57M 0.05%
105,848
+1,056
185
$7.4M 0.05%
262,570
+149,034
186
$6.76M 0.05%
167,710
+135,428
187
$6.73M 0.05%
95,762
-10,792
188
$6.73M 0.05%
207,834
+36,288
189
$6.43M 0.05%
120,371
+31,036
190
$6.28M 0.04%
385,191
191
$6.23M 0.04%
144,764
+3,663
192
$6.08M 0.04%
38,781
-28,906
193
$5.99M 0.04%
113,012
+7,601
194
$5.75M 0.04%
103,342
+65,225
195
$5.68M 0.04%
+37,919
196
$5.63M 0.04%
+244,512
197
$5.62M 0.04%
93,712
+21,220
198
$5.62M 0.04%
134,688
+98,534
199
$5.48M 0.04%
192,560
-193,044
200
$5.47M 0.04%
64,431
-145,995
6 7
8
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