JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
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
+$55.6M
2
+$53.1M
3
+$49.3M
4
T icon
AT&T
T
+$48.1M
5
RL icon
Ralph Lauren
RL
+$48.1M

Top Sells

1
+$64.7M
2
+$56.1M
3
+$55.8M
4
AMGN icon
Amgen
AMGN
+$52.2M
5
MNST icon
Monster Beverage
MNST
+$44M

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
351
– –
-76,319
352
– –
-22,000
353
– –
-17,814
354
– –
-9,315
355
– –
-193,299
356
– –
-1,973,900
357
– –
-14,400
358
– –
-608,445
359
– –
-32,200
360
– –
-44,705
361
– –
-1,370
362
– –
-1,500
363
– –
-12,666
364
– –
-33,300
365
– –
-5,400
366
– –
-2,500
367
– –
-298,136
368
– –
-18,800
369
– –
-215,597
370
– –
-25,300
371
– –
-24,500
372
– –
-21,200
373
– –
-5,700
374
– –
-214,618
375
– –
-24,379
13 14
15
16 17