JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$30.3M
3
+$29.5M
4
BHI
Baker Hughes
BHI
+$28M
5
URI icon
United Rentals
URI
+$27.5M

Top Sells

1
+$29.4M
2
+$23.1M
3
+$22.5M
4
PETM
PETSMART INC
PETM
+$20.9M
5
FLEX icon
Flex
FLEX
+$15.2M

Sector Composition

1 Industrials 14.87%
2 Healthcare 12.85%
3 Financials 12.25%
4 Technology 11.63%
5 Energy 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-33,400
402
– –
-131,129
403
– –
-11,952
404
– –
-67,673
405
– –
-21,900
406
– –
-80,600
407
– –
-48,300
408
– –
-1,052
409
– –
-12,749
410
– –
-30,000
411
– –
-8,925
412
– –
-2,400
413
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-400
414
– –
-71,600
415
– –
-47,100
416
– –
-24,700
417
– –
-31,829
418
– –
-8,100
419
– –
-22,635
420
– –
-125,500
421
– –
-20,700
422
– –
-74,244
423
– –
-45,900
424
– –
-64,300
425
– –
-124,824
15 16
17
18 19