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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$55.1M
3
+$52.3M
4
SHW icon
Sherwin-Williams
SHW
+$52M
5
T icon
AT&T
T
+$49.9M

Top Sells

1
+$64.7M
2
+$59.5M
3
+$57.7M
4
LOW icon
Lowe's Companies
LOW
+$55.7M
5
MNST icon
Monster Beverage
MNST
+$45.8M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$644K 0.02%
+9,700
227
$642K 0.02%
+6,300
228
$632K 0.02%
432
-49
229
$632K 0.02%
164,800
+162,000
230
$631K 0.02%
+11,900
231
$631K 0.02%
31,118
-244,091
232
$631K 0.02%
+7,300
233
$627K 0.02%
7,092
-35,192
234
$621K 0.02%
+9,390
235
$614K 0.02%
35,035
-63,758
236
$611K 0.02%
+19,400
237
$609K 0.02%
13,931
+9,897
238
$604K 0.02%
+47,600
239
$596K 0.02%
+16,200
240
$594K 0.02%
7,700
+2,600
241
$587K 0.02%
+15,297
242
$585K 0.02%
+16,577
243
$581K 0.02%
+18,722
244
$579K 0.02%
6,500
+200
245
$571K 0.02%
+3,200
246
$557K 0.02%
+4,595
247
$550K 0.02%
13,572
+12,051
248
$550K 0.02%
+30,100
249
$533K 0.02%
+20,100
250
$518K 0.01%
+4,709
8 9
10
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