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
$5.77B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$96.9M
3
+$89.1M
4
AMGN icon
Amgen
AMGN
+$87M
5
TXN icon
Texas Instruments
TXN
+$86.4M

Top Sells

1
+$128M
2
+$114M
3
+$89.2M
4
EL icon
Estee Lauder
EL
+$74.6M
5
LUMN icon
Lumen
LUMN
+$68M

Sector Composition

1 Healthcare 24.72%
2 Technology 19.88%
3 Consumer Discretionary 12.55%
4 Financials 10.99%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
103
352
$7K ﹤0.01%
97
-18,431
353
$6K ﹤0.01%
806
-17,325
354
$6K ﹤0.01%
225
355
$5K ﹤0.01%
72
356
$5K ﹤0.01%
166
357
$5K ﹤0.01%
286
358
$3K ﹤0.01%
327
-986,204
359
$2K ﹤0.01%
149
-8,495
360
$1K ﹤0.01%
117
361
$1K ﹤0.01%
68
362
– –
-392
363
– –
-7,562
364
– –
-226,697
365
– –
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366
– –
-37,190
367
– –
-5,618
368
– –
-150,314
369
– –
-317,400
370
– –
-39,971
371
– –
-159,641
372
– –
-65,002
373
– –
-288
374
– –
-135,358
375
– –
-11,627
13 14
15
16 17