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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.85M 0.04%
509,100
+35,500
177
$4.36M 0.04%
+17,813
178
$4.26M 0.04%
+38,574
179
$4.04M 0.04%
+47,934
180
$3.94M 0.03%
67,646
-530,217
181
$3.92M 0.03%
+123,333
182
$3.86M 0.03%
+226,799
183
$3.76M 0.03%
126,299
-2,864
184
$3.61M 0.03%
+30,123
185
$3.59M 0.03%
104,645
-31,523
186
$3.51M 0.03%
+146,762
187
$3.49M 0.03%
37,846
-35,640
188
$3.46M 0.03%
52,161
+27,017
189
$3.35M 0.03%
45,941
+45,546
190
$3.29M 0.03%
133,439
-62,539
191
$3.27M 0.03%
+374,637
192
$3.16M 0.03%
83,447
-4,845
193
$3.14M 0.03%
+46,019
194
$3.09M 0.03%
27,167
+14,136
195
$3.01M 0.03%
100,104
+2,885
196
$2.93M 0.03%
70,840
+21,961
197
$2.92M 0.03%
106,551
-32,711
198
$2.9M 0.03%
103,983
+62,507
199
$2.85M 0.03%
65,725
+45,001
200
$2.84M 0.03%
57,515
+979
6 7
8
9 10