JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.75B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$123M
3
+$121M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$108M
5
JD icon
JD.com
JD
+$103M

Top Sells

1
+$208M
2
+$173M
3
+$163M
4
BIIB icon
Biogen
BIIB
+$142M
5
CDNS icon
Cadence Design Systems
CDNS
+$120M

Sector Composition

1 Technology 19.63%
2 Financials 12.22%
3 Consumer Discretionary 11.75%
4 Healthcare 11.11%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$266M 2.73%
1,983,709
+633,249
2
$242M 2.48%
4,889,344
+1,049,776
3
$235M 2.41%
900,008
-203,290
4
$205M 2.1%
2,162,960
+689,380
5
$173M 1.78%
897,190
+675,195
6
$171M 1.76%
1,532,886
+1,389,796
7
$162M 1.66%
2,287,536
-1,799,754
8
$157M 1.61%
1,283,401
-111,435
9
$156M 1.6%
1,071,775
-239,541
10
$155M 1.59%
9,223,186
+5,549,595
11
$151M 1.55%
570,158
-2,680
12
$149M 1.53%
2,034,780
-1,289,669
13
$146M 1.5%
2,399,238
-530,433
14
$146M 1.5%
840,737
-138,809
15
$142M 1.46%
1,296,753
+477,893
16
$140M 1.44%
2,462,272
-98,027
17
$134M 1.37%
652,872
-361,502
18
$132M 1.35%
1,339,978
-681,193
19
$123M 1.26%
2,151,800
+2,108,251
20
$121M 1.24%
2,231,640
+1,859,380
21
$116M 1.19%
7,544,015
-5,870,015
22
$110M 1.13%
2,380,556
-784,963
23
$109M 1.12%
395,457
-342,954
24
$109M 1.12%
+3,594,500
25
$107M 1.1%
399,184
-415,662
1
2 3 4 5