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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$181M 2.19%
4,375,942
-66,136
2
$161M 1.95%
2,663,106
-2,645
3
$154M 1.87%
1,195,455
+1,114,939
4
$154M 1.87%
2,000,816
+271,268
5
$153M 1.85%
1,414,092
+471,456
6
$150M 1.82%
+1,063,724
7
$148M 1.8%
4,539,019
+2,816,320
8
$148M 1.79%
1,032,408
+555,923
9
$145M 1.76%
968,086
+255,000
10
$143M 1.74%
1,126,723
+193,227
11
$142M 1.72%
1,623,891
+468,812
12
$136M 1.65%
+1,024,769
13
$136M 1.65%
2,131,714
-25,496
14
$134M 1.62%
2,321,108
+334,952
15
$133M 1.61%
1,178,609
+23,895
16
$132M 1.6%
485,501
-41,571
17
$129M 1.57%
1,363,210
+405,581
18
$128M 1.55%
5,196,829
+155,569
19
$127M 1.54%
+783,475
20
$125M 1.52%
1,305,942
+1,115,938
21
$124M 1.51%
8,789,600
+8,300,340
22
$121M 1.46%
754,697
+245,533
23
$119M 1.45%
2,565,520
+2,127,280
24
$115M 1.4%
1,323,406
-303,905
25
$113M 1.37%
532,689
+464,468
1
2 3 4 5