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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$113M
3
+$112M
4
UNH icon
UnitedHealth
UNH
+$110M
5
PRU icon
Prudential Financial
PRU
+$102M

Top Sells

1
+$146M
2
+$141M
3
+$111M
4
NOC icon
Northrop Grumman
NOC
+$96.1M
5
VLO icon
Valero Energy
VLO
+$82.7M

Sector Composition

1 Technology 22.64%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20K ﹤0.01%
17
-16,072
377
$15K ﹤0.01%
428
-1,118,182
378
$15K ﹤0.01%
+176
379
$15K ﹤0.01%
+747
380
$13K ﹤0.01%
553
-805,375
381
$12K ﹤0.01%
378
382
$12K ﹤0.01%
372
383
$12K ﹤0.01%
+871
384
$11K ﹤0.01%
265
385
$11K ﹤0.01%
152
386
$10K ﹤0.01%
149
-10,695
387
$9K ﹤0.01%
353
-299,573
388
$8K ﹤0.01%
103
389
$8K ﹤0.01%
174
390
$7K ﹤0.01%
424
391
$6K ﹤0.01%
72
-96,282
392
$6K ﹤0.01%
238
-750,916
393
$6K ﹤0.01%
+107
394
$5K ﹤0.01%
70
-763,007
395
$5K ﹤0.01%
71
396
$4K ﹤0.01%
101
-19,279
397
$4K ﹤0.01%
192
398
– –
-14,500
399
– –
-17,188
400
– –
-904
14 15
16
17 18