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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.57M 0.02%
79,246
+12,332
202
$1.54M 0.02%
13,900
-308,095
203
$1.51M 0.02%
16,579
204
$1.43M 0.02%
62,373
-9,122
205
$1.32M 0.01%
34,803
206
$1.3M 0.01%
+29,808
207
$1.28M 0.01%
3,665
+1,275
208
$1.26M 0.01%
+59,073
209
$1.23M 0.01%
+52,670
210
$1.2M 0.01%
+214,963
211
$1.2M 0.01%
+35,558
212
$1.2M 0.01%
+42,141
213
$1.19M 0.01%
20,149
-5,266
214
$1.18M 0.01%
11,135
-1,402,957
215
$1.14M 0.01%
45,313
+35,108
216
$1.09M 0.01%
+30,300
217
$1.08M 0.01%
18,800
+17,200
218
$1.07M 0.01%
+79,300
219
$1.05M 0.01%
52,876
-1,997,475
220
$1.05M 0.01%
+72,589
221
$1.04M 0.01%
22,719
222
$1.01M 0.01%
18,100
+16,700
223
$1.01M 0.01%
20,662
224
$1M 0.01%
38,976
225
$1M 0.01%
+7,236
7 8
9
10 11