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
$14.6B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$288M
2
+$230M
3
+$213M
4
BBY icon
Best Buy
BBY
+$191M
5
NTAP icon
NetApp
NTAP
+$156M

Top Sells

1
+$268M
2
+$246M
3
+$161M
4
HUM icon
Humana
HUM
+$159M
5
A icon
Agilent Technologies
A
+$150M

Sector Composition

1 Healthcare 18.27%
2 Technology 17.99%
3 Industrials 13.43%
4 Financials 13.32%
5 Consumer Discretionary 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K ﹤0.01%
+1,200
352
$35K ﹤0.01%
+1,787
353
$27K ﹤0.01%
+477
354
$26K ﹤0.01%
395
-146,924
355
$24K ﹤0.01%
167
-1,775,217
356
$24K ﹤0.01%
+969
357
$14K ﹤0.01%
+300
358
– –
-28,535
359
– –
-206,968
360
– –
-4,206
361
– –
-7,907
362
– –
-6,900
363
– –
-6,615
364
– –
-28,178
365
– –
-38,781
366
– –
-12,300
367
– –
-4,442,000
368
– –
-249,997
369
– –
-373,757
370
– –
-113,012
371
– –
-12,100
372
– –
-9,514
373
– –
-852,692
374
– –
-280,975
375
– –
-23,555
13 14
15
16 17