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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$209M
3
+$179M
4
GWW icon
W.W. Grainger
GWW
+$176M
5
MOMO
Hello Group
MOMO
+$170M

Top Sells

1
+$246M
2
+$237M
3
+$220M
4
META icon
Meta Platforms (Facebook)
META
+$204M
5
MMM icon
3M
MMM
+$201M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$303M 2.16%
902,639
+46,432
2
$289M 2.06%
1,700,206
+307,536
3
$289M 2.05%
1,412,142
+17,787
4
$286M 2.04%
1,173,050
+118,204
5
$269M 1.91%
3,641,253
+138,734
6
$268M 1.91%
+132,315
7
$255M 1.81%
2,311,101
-125,482
8
$254M 1.81%
742,535
+17,510
9
$253M 1.8%
1,775,384
+208,120
10
$247M 1.76%
6,814,328
+2,868,958
11
$245M 1.74%
2,632,180
+282,721
12
$243M 1.73%
2,096,223
+72,235
13
$243M 1.73%
1,810,305
+294,314
14
$242M 1.72%
811,445
+84,388
15
$239M 1.7%
1,953,935
+253,666
16
$233M 1.66%
1,461,990
-132,129
17
$214M 1.53%
4,980,913
+89,838
18
$209M 1.49%
1,073,387
-1,047,385
19
$209M 1.48%
+1,988,939
20
$202M 1.44%
927,868
-6,302
21
$193M 1.37%
980,850
+338,186
22
$190M 1.35%
4,101,352
+421,900
23
$189M 1.35%
2,290,100
-159,990
24
$184M 1.31%
4,246,958
+136,949
25
$179M 1.28%
+2,021,040
1
2 3 4 5