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
301
$124K ﹤0.01%
4,500
-12,900
302
$106K ﹤0.01%
+2,647
303
$104K ﹤0.01%
+6,800
304
$97K ﹤0.01%
+747
305
$93K ﹤0.01%
+1,000
306
$92K ﹤0.01%
1,957
-2,130
307
$91K ﹤0.01%
+2,400
308
$90K ﹤0.01%
+1,483
309
$85K ﹤0.01%
+1,194
310
$85K ﹤0.01%
+2,700
311
$84K ﹤0.01%
+1,263
312
$81K ﹤0.01%
+878
313
$80K ﹤0.01%
+738
314
$80K ﹤0.01%
+2,017
315
$78K ﹤0.01%
+2,267
316
$69K ﹤0.01%
+1,451
317
$65K ﹤0.01%
900
-174
318
$62K ﹤0.01%
+6,080
319
$57K ﹤0.01%
2,189
-319,468
320
$51K ﹤0.01%
+723
321
$45K ﹤0.01%
1,260
-99,970
322
$32K ﹤0.01%
+707
323
$29K ﹤0.01%
+1,369
324
$29K ﹤0.01%
+600
325
$29K ﹤0.01%
+674
11 12
13
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