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
$5.77B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$107M
3
+$89M
4
CELG
Celgene Corp
CELG
+$86.1M
5
AMGN icon
Amgen
AMGN
+$85.8M

Top Sells

1
+$126M
2
+$110M
3
+$97.2M
4
EL icon
Estee Lauder
EL
+$72.4M
5
VMW
VMware, Inc
VMW
+$64.9M

Sector Composition

1 Healthcare 24.72%
2 Technology 19.88%
3 Consumer Discretionary 12.55%
4 Financials 10.99%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-226,697
377
– –
-228
378
– –
-37,190
379
– –
-5,618
380
– –
-150,314
381
– –
-317,400
382
– –
-39,971
383
– –
-159,641
384
– –
-13,883
385
– –
-22,208
386
– –
-65,002
387
– –
-288
388
– –
-24,197
389
– –
-135,358
390
– –
-11,627
391
– –
-37,644
392
– –
-324,650
393
– –
-54,632
394
– –
-70,431
395
– –
-458,126
396
– –
-513,539
397
– –
-19,753
398
– –
-8,583
399
– –
-1,948,465
400
– –
-11,744
14 15
16
17 18