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
$2.82B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$66.4M
2
+$54.5M
3
+$52.9M
4
EA icon
Electronic Arts
EA
+$43.4M
5
WLK icon
Westlake Corp
WLK
+$41.3M

Top Sells

1
+$37.6M
2
+$34.6M
3
+$32.7M
4
HPQ icon
HP
HPQ
+$31.2M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M

Sector Composition

1 Healthcare 17.33%
2 Financials 16.18%
3 Technology 12.13%
4 Consumer Discretionary 10.71%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-60,328
377
– –
-120,600
378
– –
-10,900
379
– –
-222,032
380
– –
-37,363
381
– –
-105,247
382
– –
-21,400
383
– –
-54,300
384
– –
-10,435
385
– –
-7,000
386
– –
-259,265
387
– –
-57,285
388
– –
-2,115
389
– –
-83,500
390
– –
-700
391
– –
-4,070
392
– –
-40,600
393
– –
-46,100
394
– –
-28,262
395
– –
-4,113
396
– –
-218,044
397
– –
-14,900
398
– –
-21,400
399
– –
-3,400
400
– –
-36,547
14 15
16
17 18