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
$1.19B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$16.3M
3
+$14.4M
4
LGF
Lions Gate Entertainment
LGF
+$14.3M
5
PRAA icon
PRA Group
PRAA
+$13.8M

Top Sells

1
+$14.5M
2
+$13.1M
3
+$12M
4
GAP
The Gap Inc
GAP
+$11.4M
5
IBM icon
IBM
IBM
+$10.9M

Sector Composition

1 Consumer Discretionary 15.74%
2 Financials 15.29%
3 Healthcare 15.25%
4 Industrials 11.46%
5 Technology 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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410
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415
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416
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-137,827
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420
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421
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-54,600
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423
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-28,376
424
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-123,816
425
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-26,300
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