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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$288M 2.66%
1,103,298
-289,461
2
$260M 2.39%
4,087,290
-159,668
3
$245M 2.26%
814,846
-12,326
4
$225M 2.08%
13,414,030
+418,985
5
$221M 2.04%
4,638,919
+508,483
6
$206M 1.9%
1,311,316
+75,676
7
$201M 1.86%
2,021,171
+28,163
8
$196M 1.81%
+5,283,599
9
$196M 1.8%
+2,929,671
10
$190M 1.75%
3,324,449
+680,664
11
$185M 1.71%
1,014,374
-10,687
12
$182M 1.68%
3,839,568
-102,384
13
$176M 1.62%
1,584,267
+611,177
14
$167M 1.54%
2,560,299
+15,690
15
$167M 1.54%
906,844
+166,393
16
$165M 1.52%
738,411
-204,894
17
$163M 1.51%
93,544
+92,790
18
$163M 1.5%
3,165,519
+968,530
19
$161M 1.49%
964,413
+426,424
20
$160M 1.47%
1,894,634
-1,135,554
21
$159M 1.47%
1,350,460
-770
22
$158M 1.46%
667,753
+244,326
23
$156M 1.44%
1,394,836
-93,747
24
$155M 1.43%
3,642,132
+1,330,398
25
$153M 1.41%
979,546
-534,989
1
2 3 4 5