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
$9.75B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$123M
3
+$121M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$108M
5
JD icon
JD.com
JD
+$103M

Top Sells

1
+$208M
2
+$173M
3
+$163M
4
BIIB icon
Biogen
BIIB
+$142M
5
CDNS icon
Cadence Design Systems
CDNS
+$120M

Sector Composition

1 Technology 19.63%
2 Financials 12.22%
3 Consumer Discretionary 11.75%
4 Healthcare 11.11%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-8,100
377
– –
-646,734
378
– –
-528
379
– –
-1,131,000
380
$0 ﹤0.01%
9
381
– –
-17,000
382
– –
-11,850
383
– –
-24,300
384
$0 ﹤0.01%
15
-67,124
385
$0 ﹤0.01%
10
386
$0 ﹤0.01%
14
387
– –
-13,200
388
– –
-1,707
389
– –
-2,256,881
390
– –
-78,832
391
– –
-16,000
392
$0 ﹤0.01%
5
393
$0 ﹤0.01%
16
-344,768
394
– –
-23,199
395
– –
-70,104
396
– –
-221,481
397
– –
-18,150
398
– –
-33,954
399
– –
-51,459
400
– –
-2,638
14 15
16
17 18