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
376
– –
-242,551
377
– –
-11,500
378
– –
-77,997
379
– –
-5,520
380
– –
-182,766
381
– –
-132,315
382
– –
-138,393
383
– –
-19,300
384
– –
-16,586
385
– –
-5,438
386
– –
-43,854
387
– –
-24,564
388
– –
-12,434
389
– –
-69,224
390
– –
-6,121
391
– –
-1,292,578
392
– –
-2,400
393
– –
-16,600
394
– –
-502,429
395
– –
-4,700
396
– –
-27,440
397
– –
-521,175
398
– –
-23,400
399
– –
-44,272
400
– –
-90,812
14 15
16
17 18