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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.96M 0.03%
21,936
-28,484
202
$2.9M 0.03%
93,574
+10,127
203
$2.85M 0.03%
89,420
-10,684
204
$2.76M 0.03%
40,873
-43,917
205
$2.64M 0.02%
97,738
-6,245
206
$2.59M 0.02%
+61,905
207
$2.58M 0.02%
43,549
-1,354,243
208
$2.54M 0.02%
93,552
-29,781
209
$2.52M 0.02%
+224,147
210
$2.44M 0.02%
+59,927
211
$2.4M 0.02%
78,138
-2,620,675
212
$2.34M 0.02%
30,447
-347,700
213
$2.28M 0.02%
197,156
+175,232
214
$2.25M 0.02%
102,740
-38,848
215
$2.25M 0.02%
+122,159
216
$2.1M 0.02%
+19,017
217
$2.08M 0.02%
86,749
-39,550
218
$1.97M 0.02%
142,824
+2,924
219
$1.94M 0.02%
31,259
-127,125
220
$1.87M 0.02%
+70,104
221
$1.85M 0.02%
14,957
-329,522
222
$1.8M 0.02%
+97,268
223
$1.77M 0.02%
+31,233
224
$1.76M 0.02%
65,544
225
$1.76M 0.02%
+78,053
7 8
9
10 11