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
$10.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K ﹤0.01%
+667
352
$23K ﹤0.01%
+1,141
353
$20K ﹤0.01%
+700
354
$18K ﹤0.01%
+266
355
$7K ﹤0.01%
+100
356
$3K ﹤0.01%
+100
357
$2K ﹤0.01%
+44
358
– –
-343,770
359
– –
-1,312,250
360
– –
-70
361
– –
-92,852
362
– –
-83,151
363
– –
-668
364
– –
-4,081
365
– –
-2,062,786
366
– –
-1,220
367
$0 ﹤0.01%
39,670
-1,808
368
– –
-24,868
369
– –
-235,096
370
– –
-694,578
371
– –
-226
372
– –
-15,836
373
– –
-40,500
374
– –
-713,424
375
– –
-35,558
13 14
15
16 17