JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$20.5M
3
+$19.8M
4
NTAP icon
NetApp
NTAP
+$16.7M
5
INTU icon
Intuit
INTU
+$16.6M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$13.8M
4
MYGN icon
Myriad Genetics
MYGN
+$12.3M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$11.9M

Sector Composition

1 Industrials 13.79%
2 Consumer Discretionary 13.22%
3 Healthcare 12.91%
4 Financials 12.73%
5 Technology 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-157,298
327
– –
-11,400
328
– –
-30,694
329
– –
-2,950
330
– –
-13,200
331
– –
-37,834
332
– –
-5,900
333
– –
-1,100
334
– –
-5,782
335
– –
-29,919
336
– –
-27,143
337
– –
-108,800
338
– –
-6,100
339
– –
-29,400
340
– –
-19,600
341
– –
-38,700
342
– –
-30,500
343
– –
-107,095
344
– –
-2,815
345
– –
-2,500
346
– –
-3,757
347
– –
-4,200
348
– –
-20,336
349
– –
-12,400
350
– –
-75,333
12 13
14
15 16