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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$251M 2.32%
852,538
+69,869
2
$233M 2.14%
4,550,261
+162,174
3
$228M 2.1%
2,722,523
+2,199,637
4
$227M 2.09%
2,826,871
+17,381
5
$216M 2%
1,235,118
+48,586
6
$216M 1.99%
1,722,804
+14,342
7
$214M 1.97%
1,428,127
+226,097
8
$212M 1.96%
1,272,210
+56,099
9
$211M 1.95%
+2,913,702
10
$210M 1.94%
944,653
-18,002
11
$209M 1.93%
1,181,972
+255,730
12
$206M 1.9%
645,918
+45,962
13
$200M 1.85%
3,098,384
+474,520
14
$199M 1.84%
41,146,520
+17,121,840
15
$198M 1.82%
1,254,153
+127,079
16
$194M 1.79%
10,556,530
+1,483,750
17
$184M 1.7%
1,936,981
+266,106
18
$168M 1.55%
1,717,897
+1,224,171
19
$162M 1.49%
1,542,907
+953,148
20
$161M 1.49%
1,326,480
+814,938
21
$156M 1.43%
995,156
+164,777
22
$148M 1.37%
783,625
+306,003
23
$144M 1.33%
3,412,892
+497,796
24
$139M 1.28%
937,889
-32,957
25
$138M 1.27%
4,195,302
-1,981,092
1
2 3 4 5