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
326
– –
-82,156
327
– –
-36,400
328
– –
-57,600
329
– –
-8,700
330
– –
-932,542
331
– –
-253,674
332
– –
-15,100
333
– –
-31,198
334
– –
-28,500
335
– –
-103,491
336
– –
-60,915
337
– –
-16,682,240
338
– –
-13,223
339
– –
-32,721
340
– –
-21,304
341
– –
-7,500
342
– –
-37,491
343
– –
-79,024
344
– –
-3,200
345
– –
-72,793
346
– –
-4,091
347
– –
-16,600
348
– –
-20,600
349
– –
-22,800
350
– –
-45,700
12 13
14
15 16