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
326
$26K ﹤0.01%
+324
327
$21K ﹤0.01%
+1,249
328
$20K ﹤0.01%
1,096
-5,204
329
$20K ﹤0.01%
+364
330
$19K ﹤0.01%
264
331
$19K ﹤0.01%
1,884
332
$19K ﹤0.01%
1,639
-107,768
333
$18K ﹤0.01%
173
-195,904
334
$17K ﹤0.01%
+975
335
$15K ﹤0.01%
+287
336
$14K ﹤0.01%
+510
337
$14K ﹤0.01%
+168
338
$9K ﹤0.01%
810
339
$7K ﹤0.01%
+132
340
$7K ﹤0.01%
+361
341
$6K ﹤0.01%
+100
342
$5K ﹤0.01%
+100
343
$5K ﹤0.01%
368
344
$2K ﹤0.01%
91
-27,109
345
– –
-10,700
346
– –
-214,618
347
– –
-9,655
348
– –
-61,090
349
– –
-2,200
350
– –
-8,432
12 13
14
15 16