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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.33M 0.04%
138,393
+55,563
202
$5.26M 0.04%
153,320
+119,451
203
$5.24M 0.04%
33,163
+4,474
204
$5.18M 0.04%
36,583
+1,747
205
$5.06M 0.04%
64,361
-36,218
206
$4.96M 0.04%
45,614
-26,387
207
$4.88M 0.03%
139,087
+55,481
208
$4.66M 0.03%
+89,437
209
$4.63M 0.03%
62,799
+13,131
210
$4.53M 0.03%
+37,916
211
$4.49M 0.03%
69,224
-3,394,063
212
$4.35M 0.03%
148,842
+131,390
213
$4.34M 0.03%
74,048
-19,955
214
$4.21M 0.03%
267,190
+103,350
215
$4.09M 0.03%
30,858
-22,122
216
$3.99M 0.03%
175,263
-186,828
217
$3.92M 0.03%
23,207
-13,437
218
$3.83M 0.03%
52,586
-19,447
219
$3.8M 0.03%
+50,802
220
$3.75M 0.03%
+209,780
221
$3.71M 0.03%
46,551
-55,104
222
$3.7M 0.03%
151,817
+35,826
223
$3.69M 0.03%
+28,535
224
$3.6M 0.03%
81,671
-1,909
225
$3.57M 0.03%
78,359
+3,640
7 8
9
10 11