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
$3.43B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$56.5M
3
+$54.6M
4
MDVN
MEDIVATION, INC.
MDVN
+$53.2M
5
ULTA icon
Ulta Beauty
ULTA
+$51.5M

Top Sells

1
+$64.6M
2
+$59.6M
3
+$51.9M
4
UNP icon
Union Pacific
UNP
+$47.4M
5
LUV icon
Southwest Airlines
LUV
+$46.4M

Sector Composition

1 Healthcare 23.63%
2 Technology 14.63%
3 Consumer Discretionary 12.23%
4 Financials 10.58%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-2,200
402
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-242,647
403
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-8,700
404
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-22,345
405
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-10,631
406
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-36,807
407
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-318,491
408
– –
-4,174
409
– –
-26,900
410
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-22,572
411
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-77,816
412
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-8,200
413
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-3,260
414
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-99,740
415
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-221,848
416
– –
-13,700
417
– –
-80,929
418
– –
-1,890
419
– –
-15,900
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