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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$229M 2.39%
4,388,087
+12,145
2
$202M 2.11%
4,140,420
+1,574,900
3
$199M 2.08%
782,669
+779,936
4
$192M 2.01%
2,139,621
+138,805
5
$188M 1.96%
599,956
+114,455
6
$187M 1.95%
1,708,462
+84,571
7
$183M 1.91%
1,202,030
+6,575
8
$181M 1.9%
2,809,490
+488,382
9
$180M 1.88%
1,216,111
+183,703
10
$179M 1.88%
962,655
-5,431
11
$177M 1.85%
1,186,532
+122,808
12
$174M 1.82%
+95,070
13
$170M 1.78%
1,670,875
+364,933
14
$169M 1.77%
1,401,720
+274,997
15
$168M 1.76%
9,072,780
+283,180
16
$165M 1.72%
2,623,864
-39,242
17
$161M 1.68%
6,176,394
+3,475,557
18
$160M 1.68%
1,127,074
+102,305
19
$156M 1.63%
926,242
+621,292
20
$145M 1.52%
325,355
+325,290
21
$145M 1.52%
9,538,317
+6,868,243
22
$129M 1.35%
830,379
+311,712
23
$121M 1.26%
3,062,500
-2,502
24
$120M 1.26%
3,302,655
+1,498,308
25
$119M 1.25%
527,993
+335,148
1
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