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
+$182M
2
+$180M
3
+$155M
4
CMI icon
Cummins
CMI
+$101M
5
RF icon
Regions Financial
RF
+$98.7M

Top Sells

1
+$150M
2
+$132M
3
+$121M
4
HCA icon
HCA Healthcare
HCA
+$115M
5
NTAP icon
NetApp
NTAP
+$115M

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
– –
-37,078
352
– –
-117,223
353
– –
-2,231
354
– –
-13,379
355
$0 ﹤0.01%
18
-59,671
356
– –
-17,200
357
– –
-2,316
358
– –
-152
359
– –
-18,243
360
– –
-76,373
361
– –
-11,723
362
– –
-8,622
363
– –
-23,363
364
$0 ﹤0.01%
119,636
+19,017
365
– –
-44,672
366
– –
-1,301
367
– –
-3,200
368
– –
-754,697
369
– –
-124,890
370
– –
-1,609
371
$0 ﹤0.01%
+41,478
372
– –
-3,700
373
– –
-72,009
374
– –
-35,598
375
– –
-9,747
13 14
15
16 17