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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.21M 0.04%
57,911
202
$3.08M 0.04%
+82,184
203
$2.92M 0.04%
+6,340
204
$2.89M 0.04%
124,105
205
$2.66M 0.03%
+51,133
206
$2.65M 0.03%
45,172
+15,555
207
$2.6M 0.03%
20,804
-11,255
208
$2.58M 0.03%
38,042
-15,227
209
$2.42M 0.03%
+43,914
210
$2.4M 0.03%
+51,956
211
$2.33M 0.03%
137,381
-315,735
212
$2.29M 0.03%
135,716
+135,292
213
$2.27M 0.03%
76,373
-33,976
214
$2.26M 0.03%
+196,577
215
$2.26M 0.03%
46,885
+38,499
216
$2.24M 0.03%
92,469
-7,259,588
217
$2.21M 0.03%
+16,663
218
$2.17M 0.03%
+21,125
219
$2.1M 0.03%
+8,171
220
$2M 0.02%
+21,754
221
$1.9M 0.02%
+44,672
222
$1.8M 0.02%
71,495
+15,720
223
$1.8M 0.02%
+26,343
224
$1.79M 0.02%
+24,564
225
$1.65M 0.02%
+53,752
7 8
9
10 11