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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$225M
3
+$211M
4
EL icon
Estee Lauder
EL
+$146M
5
DIS icon
Walt Disney
DIS
+$107M

Top Sells

1
+$250M
2
+$244M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$150M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.65M 0.02%
68,968
-42,374
202
$2.61M 0.02%
+442,089
203
$2.44M 0.02%
+38,806
204
$2.44M 0.02%
141,588
-19,639
205
$2.42M 0.02%
+444,200
206
$2.31M 0.02%
135,865
-31,845
207
$2.24M 0.02%
12,581
-11,549
208
$2.15M 0.02%
23,538
+12,935
209
$2.05M 0.02%
100,308
-104,129
210
$1.97M 0.02%
61,766
-1,476
211
$1.93M 0.02%
48,821
-3,789,354
212
$1.9M 0.02%
40,113
+2,307
213
$1.88M 0.02%
112,408
+39,876
214
$1.87M 0.02%
+19,410
215
$1.8M 0.02%
13,781
-451
216
$1.67M 0.01%
36,163
-1,374
217
$1.65M 0.01%
+84,143
218
$1.57M 0.01%
29,471
-64,630
219
$1.56M 0.01%
+139,900
220
$1.5M 0.01%
+14,925
221
$1.49M 0.01%
47,140
-5,306
222
$1.49M 0.01%
65,544
223
$1.38M 0.01%
+29,448
224
$1.33M 0.01%
15,791
-55,248
225
$1.31M 0.01%
+8,681
7 8
9
10 11