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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$339M 2.7%
2,120,772
+1,580,549
2
$281M 2.24%
856,207
+3,669
3
$253M 2.02%
2,436,583
+2,272,286
4
$248M 1.98%
3,463,287
+2,993,298
5
$246M 1.96%
896,844
+250,926
6
$242M 1.93%
1,394,355
+140,202
7
$236M 1.88%
1,700,269
+1,174,173
8
$235M 1.87%
1,281,885
+1,236,481
9
$235M 1.87%
1,567,264
+1,021,345
10
$234M 1.87%
2,349,459
+631,562
11
$228M 1.82%
1,054,846
-180,272
12
$228M 1.81%
3,502,519
+404,135
13
$227M 1.81%
1,392,670
-35,457
14
$227M 1.81%
1,515,991
+709,410
15
$221M 1.76%
640,823
+391,788
16
$219M 1.75%
1,594,119
+267,639
17
$219M 1.74%
2,023,988
+1,872,098
18
$218M 1.74%
2,173,301
+236,320
19
$214M 1.71%
4,891,075
+3,638,789
20
$202M 1.61%
1,662,206
-60,598
21
$195M 1.56%
727,057
+494,826
22
$183M 1.46%
2,450,090
-272,433
23
$183M 1.46%
1,263,975
+221,067
24
$182M 1.45%
725,025
-219,628
25
$179M 1.42%
934,170
-60,986
1
2 3 4 5