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
$10.8B
AUM Growth
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$183M
3
+$166M
4
AMGN icon
Amgen
AMGN
+$99.8M
5
BIIB icon
Biogen
BIIB
+$76.9M

Top Sells

1
+$275M
2
+$206M
3
+$189M
4
BA icon
Boeing
BA
+$183M
5
MA icon
Mastercard
MA
+$182M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-134,133
377
– –
-14,445
378
– –
-161,357
379
– –
-1,134
380
– –
-16,900
381
– –
-3,700
382
– –
-61,000
383
– –
-481
384
– –
-1,320
385
– –
-39,700
386
– –
-648,150
387
$0 ﹤0.01%
9
-81,190
388
– –
-22,460
389
– –
-920,645
390
– –
-38,806
391
$0 ﹤0.01%
+10
392
$0 ﹤0.01%
14
-31,324
393
– –
-185,548
394
– –
-17,890
395
– –
-38,574
396
– –
-19,500
397
– –
-1,200
398
– –
-3,811,049
399
– –
-47,140
400
$0 ﹤0.01%
5
-6,895
14 15
16
17 18