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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.14M 0.03%
28,689
-12,299
202
$4.08M 0.03%
147,685
+97,164
203
$4.07M 0.03%
70,639
+69,856
204
$3.94M 0.03%
82,387
+81,720
205
$3.89M 0.03%
85,620
-847,695
206
$3.82M 0.03%
83,580
-20,363
207
$3.57M 0.03%
71,898
-101,218
208
$3.5M 0.03%
38,065
+329
209
$3.43M 0.03%
55,107
+19,140
210
$3.43M 0.03%
74,719
+16,611
211
$3.4M 0.03%
113,536
212
$3.34M 0.03%
44,337
+27,518
213
$3.34M 0.03%
49,668
+34,712
214
$3.34M 0.03%
221,773
-21,042
215
$3.32M 0.03%
+37,634
216
$3.31M 0.03%
+27,885
217
$3.25M 0.03%
27,896
-102,298
218
$3.25M 0.03%
+886,814
219
$3.19M 0.03%
+63,381
220
$3.17M 0.03%
+163,840
221
$3.12M 0.02%
39,352
+23,694
222
$3.08M 0.02%
+82,830
223
$2.93M 0.02%
+76,376
224
$2.67M 0.02%
83,606
+28,802
225
$2.65M 0.02%
57,804
-19,954
7 8
9
10 11