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
$1.48B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.7M
3
+$19.4M
4
NTAP icon
NetApp
NTAP
+$18.3M
5
INTU icon
Intuit
INTU
+$16.3M

Top Sells

1
+$16.5M
2
+$14.7M
3
+$13.5M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$11.9M
5
MYGN icon
Myriad Genetics
MYGN
+$11.2M

Sector Composition

1 Industrials 14.15%
2 Consumer Discretionary 13.22%
3 Healthcare 12.91%
4 Financials 12.73%
5 Technology 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-2,500
402
– –
-3,757
403
– –
-4,200
404
– –
-20,336
405
– –
-12,400
406
– –
-75,333
407
– –
-29,626
408
– –
-7,465
409
– –
-11,008
410
– –
-1,222,042
411
– –
-82,859
412
– –
-17,100
413
– –
-24,100
414
– –
-17,700
415
– –
-129,608
416
– –
-84,200
417
– –
-64,786
418
– –
-7,300
419
– –
-93,500
420
– –
-12,200
421
– –
-9,000
422
– –
-14,697
423
– –
-15,900
424
– –
-4,300
425
– –
-29,400
15 16
17
18 19