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
$9.75B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$123M
3
+$121M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$108M
5
JD icon
JD.com
JD
+$103M

Top Sells

1
+$208M
2
+$173M
3
+$163M
4
BIIB icon
Biogen
BIIB
+$142M
5
CDNS icon
Cadence Design Systems
CDNS
+$120M

Sector Composition

1 Technology 19.63%
2 Financials 12.22%
3 Consumer Discretionary 11.75%
4 Healthcare 11.11%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$33K ﹤0.01%
2,183
-618,488
327
$27K ﹤0.01%
+1,562
328
$27K ﹤0.01%
1,379
-5,147
329
$19K ﹤0.01%
208
-695,546
330
$13K ﹤0.01%
1,060
-676
331
$8K ﹤0.01%
148
-124,133
332
$2K ﹤0.01%
55
-667,349
333
$2K ﹤0.01%
93
-145,847
334
$2K ﹤0.01%
454
-190,050
335
$1K ﹤0.01%
+45
336
$1K ﹤0.01%
462
-97,372
337
$1K ﹤0.01%
57
-165,430
338
$1K ﹤0.01%
89
-97,179
339
– –
-26,574
340
– –
-37,053
341
– –
-29,308
342
– –
-8,300
343
– –
-142,824
344
– –
-31,233
345
– –
-188,035
346
– –
-2,419
347
– –
-8,444
348
– –
-36,000
349
– –
-81,040
350
– –
-17,100
12 13
14
15 16