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
+$74.4M
2
+$56.5M
3
+$54.6M
4
MDVN
MEDIVATION, INC.
MDVN
+$53.2M
5
ULTA icon
Ulta Beauty
ULTA
+$51.5M

Top Sells

1
+$64.6M
2
+$59.6M
3
+$51.9M
4
UNP icon
Union Pacific
UNP
+$47.4M
5
LUV icon
Southwest Airlines
LUV
+$46.4M

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
301
– –
-1,400
302
– –
-70,700
303
– –
-11,612
304
– –
-22,300
305
$0 ﹤0.01%
+25,800
306
– –
-58,466
307
– –
-1,060
308
– –
-8,400
309
– –
-1,900
310
– –
-27,018
311
– –
-3,200
312
– –
-4,028
313
– –
-26,600
314
– –
-13,800
315
– –
-447,522
316
– –
-18,765
317
– –
-13,974
318
– –
-30,400
319
– –
-484,695
320
– –
-92,308
321
– –
-39,400
322
– –
-9,163
323
– –
-700
324
– –
-82,156
325
– –
-36,400
11 12
13
14 15