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
$3.43B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$75.3M
2
+$56M
3
+$54.9M
4
ULTA icon
Ulta Beauty
ULTA
+$51.8M
5
MDVN
MEDIVATION, INC.
MDVN
+$49.2M

Top Sells

1
+$64.6M
2
+$59.6M
3
+$43.4M
4
DAL icon
Delta Air Lines
DAL
+$41.9M
5
LUV icon
Southwest Airlines
LUV
+$39.2M

Sector Composition

1 Healthcare 23.63%
2 Technology 14.63%
3 Consumer Discretionary 12.23%
4 Financials 10.58%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K ﹤0.01%
+400
252
$23K ﹤0.01%
264
-120,378
253
$22K ﹤0.01%
1,884
-634,556
254
$15K ﹤0.01%
2,001
-384,411
255
$15K ﹤0.01%
119
-1,493
256
$12K ﹤0.01%
+2,800
257
$10K ﹤0.01%
810
258
$10K ﹤0.01%
121
-9,200
259
$7K ﹤0.01%
+1,200
260
$5K ﹤0.01%
368
-254,850
261
– –
-80,929
262
– –
-1,890
263
– –
-15,900
264
– –
-49,768
265
– –
-165,637
266
– –
-121,126
267
– –
-24,536
268
– –
-8,500
269
– –
-146,612
270
– –
-7,723
271
– –
-6,000
272
– –
-35,268
273
– –
-56,600
274
– –
-7,200
275
– –
-15,800
9 10
11
12 13