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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$133M 3.75%
4,810,424
+1,537,392
2
$90.5M 2.55%
2,079,446
+1,134,039
3
$88.8M 2.51%
903,981
+197,329
4
$75.5M 2.13%
1,095,155
+806,328
5
$75.5M 2.13%
3,184,506
+1,778,118
6
$73.7M 2.08%
991,923
+593,220
7
$72.6M 2.05%
627,343
+101,049
8
$66.4M 1.88%
560,235
+448,179
9
$63.7M 1.8%
485,018
+116,716
10
$63.6M 1.8%
939,461
-82,318
11
$61M 1.72%
771,856
+54,997
12
$60.8M 1.72%
3,647,280
-721,485
13
$58.1M 1.64%
1,366,627
+504,129
14
$55.8M 1.58%
691,663
-52,738
15
$55.2M 1.56%
743,003
-35,254
16
$55.2M 1.56%
2,034,030
+327,252
17
$55M 1.55%
644,249
+373,264
18
$48.1M 1.36%
1,956,775
+1,955,499
19
$48.1M 1.36%
+407,101
20
$48M 1.36%
342,807
-7,977
21
$47.7M 1.35%
440,703
-210,134
22
$46.9M 1.33%
917,237
+78,697
23
$43.9M 1.24%
729,785
+128,241
24
$43.1M 1.22%
2,011,820
+412
25
$42M 1.19%
473,704
-170,433
1
2 3 4 5