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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-19,500
352
– –
-44,586
353
– –
-83,272
354
– –
-21,989
355
– –
-37,078
356
– –
-117,223
357
– –
-2,231
358
– –
-13,379
359
$0 ﹤0.01%
18
-59,671
360
– –
-17,200
361
– –
-2,316
362
– –
-152
363
– –
-18,243
364
– –
-11,723
365
– –
-8,622
366
– –
-23,363
367
– –
-1,609
368
$0 ﹤0.01%
119,636
+19,017
369
– –
-76,373
370
– –
-44,672
371
– –
-1,301
372
– –
-7,000
373
– –
-1,400
374
– –
-166,438
375
– –
-15,970
13 14
15
16 17