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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.63M 0.05%
132,456
+83,635
177
$5.32M 0.05%
65,988
+28,142
178
$5.28M 0.05%
+25,468
179
$5.17M 0.05%
45,315
-22,002
180
$5.01M 0.05%
+80,616
181
$4.97M 0.05%
455,200
-53,900
182
$4.77M 0.04%
+150,166
183
$4.73M 0.04%
45,619
+26,209
184
$4.68M 0.04%
+240,815
185
$4.57M 0.04%
+65,239
186
$4.54M 0.04%
51,390
+36,707
187
$4.52M 0.04%
216,992
-9,807
188
$4.01M 0.04%
24,303
-20,477
189
$3.99M 0.04%
+80,982
190
$3.95M 0.04%
69,649
-540,508
191
$3.75M 0.03%
+51,459
192
$3.73M 0.03%
45,664
+39,160
193
$3.72M 0.03%
+298,616
194
$3.57M 0.03%
+114,033
195
$3.5M 0.03%
+63,047
196
$3.49M 0.03%
145,940
+116,640
197
$3.35M 0.03%
194,034
-351,451
198
$3.27M 0.03%
+119,579
199
$3.21M 0.03%
78,832
-25,813
200
$3.04M 0.03%
123,343
+81,243
6 7
8
9 10