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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$54K ﹤0.01%
498
-6,000
352
$49K ﹤0.01%
+863
353
$41K ﹤0.01%
+3,901
354
$38K ﹤0.01%
2,400
-33,100
355
$36K ﹤0.01%
4,003
356
$31K ﹤0.01%
+383
357
$28K ﹤0.01%
477
-1,486
358
$24K ﹤0.01%
+360
359
$23K ﹤0.01%
+312
360
$19K ﹤0.01%
+100
361
– –
-2,415,662
362
– –
-1,840
363
$0 ﹤0.01%
23,798
364
– –
-175,248
365
– –
-2,500
366
– –
-1,542,907
367
– –
-161,220
368
– –
-2,903
369
– –
-8,898
370
– –
-6,400
371
– –
-39,670
372
– –
-1,031,406
373
– –
-9,680
374
– –
-114,060
375
– –
-17,300
13 14
15
16 17