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
$10.8B
AUM Growth
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$183M
3
+$166M
4
AMGN icon
Amgen
AMGN
+$99.8M
5
BIIB icon
Biogen
BIIB
+$76.9M

Top Sells

1
+$275M
2
+$206M
3
+$189M
4
BA icon
Boeing
BA
+$183M
5
MA icon
Mastercard
MA
+$182M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$130K ﹤0.01%
+4,100
327
$119K ﹤0.01%
+3,850
328
$118K ﹤0.01%
+1,707
329
$109K ﹤0.01%
+6,526
330
$97K ﹤0.01%
+2,533
331
$90K ﹤0.01%
+5,498
332
$59K ﹤0.01%
8,444
+4,282
333
$59K ﹤0.01%
+1,800
334
$57K ﹤0.01%
+451
335
$55K ﹤0.01%
2,638
-2,087
336
$43K ﹤0.01%
+600
337
$34K ﹤0.01%
1,475
-21,328
338
$26K ﹤0.01%
+1,736
339
$16K ﹤0.01%
+10,776
340
$11K ﹤0.01%
+2,419
341
$11K ﹤0.01%
509
-38,531
342
– –
-1,800
343
– –
-496,620
344
– –
-46,019
345
– –
-29,448
346
– –
-2,339,004
347
– –
-28,314
348
– –
-387,939
349
– –
-3,129
350
$0 ﹤0.01%
+17
12 13
14
15 16