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
$2.82B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$54.5M
3
+$52.9M
4
EA icon
Electronic Arts
EA
+$43.4M
5
WLK icon
Westlake Corp
WLK
+$41.3M

Top Sells

1
+$37.6M
2
+$34.6M
3
+$32.7M
4
HPQ icon
HP
HPQ
+$31.2M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M

Sector Composition

1 Healthcare 17.33%
2 Financials 16.18%
3 Technology 12.13%
4 Consumer Discretionary 10.71%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$183K 0.01%
+1,710
327
$155K 0.01%
+74,600
328
– –
-4,800
329
– –
-67,796
330
– –
-132,500
331
– –
-8,712
332
– –
-419,662
333
– –
-9,300
334
– –
-7,100
335
– –
-19,700
336
– –
-17,700
337
– –
-95,033
338
– –
-8,823
339
– –
-12,000
340
– –
-59,400
341
– –
-2,200
342
– –
-14,911
343
– –
-63,330
344
– –
-5,900
345
– –
-2,684
346
– –
-32,448
347
– –
-40,076
348
– –
-3,784
349
– –
-22,500
350
– –
-13,400
12 13
14
15 16