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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.52M 0.03%
37,736
+5,188
202
$3.5M 0.03%
57,755
+7,802
203
$3.35M 0.03%
113,536
+21,067
204
$3.32M 0.03%
+147,480
205
$3.31M 0.03%
138,450
+20,195
206
$3.28M 0.03%
+88,259
207
$3.1M 0.03%
58,108
+54,233
208
$3.02M 0.03%
+17,825
209
$3M 0.03%
65,734
+49,225
210
$2.97M 0.03%
+4,977
211
$2.92M 0.03%
+41,652
212
$2.92M 0.03%
44,843
+44,094
213
$2.88M 0.03%
+90,087
214
$2.86M 0.03%
+26,071
215
$2.81M 0.03%
38,419
+33,284
216
$2.72M 0.03%
+81,623
217
$2.7M 0.02%
18,742
-9,715
218
$2.66M 0.02%
126,433
+73,557
219
$2.57M 0.02%
+45,391
220
$2.55M 0.02%
179,600
+130,043
221
$2.44M 0.02%
+40,314
222
$2.43M 0.02%
+23,410
223
$2.39M 0.02%
+35,967
224
$2.36M 0.02%
+39,033
225
$2.02M 0.02%
197,636
-662,744
7 8
9
10 11