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
351
– –
-65,017
352
– –
-86,451
353
– –
-78,400
354
– –
-21,900
355
– –
-79,761
356
– –
-22,000
357
– –
-39,544
358
– –
-23,000
359
– –
-1,300
360
– –
-27,400
361
– –
-689,904
362
– –
-20,100
363
– –
-3,100
364
– –
-38,485
365
– –
-70,400
366
– –
-1,178
367
– –
-62,400
368
– –
-11,269
369
– –
-3,100
370
– –
-66,100
371
– –
-16,682,240
372
– –
-6,300
373
– –
-159,557
374
– –
-14,782
375
– –
-140,404
13 14
15
16 17