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
$5.77B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$96.9M
3
+$89.1M
4
AMGN icon
Amgen
AMGN
+$87M
5
TXN icon
Texas Instruments
TXN
+$86.4M

Top Sells

1
+$128M
2
+$114M
3
+$89.2M
4
EL icon
Estee Lauder
EL
+$74.6M
5
LUMN icon
Lumen
LUMN
+$68M

Sector Composition

1 Healthcare 24.72%
2 Technology 19.88%
3 Consumer Discretionary 12.55%
4 Financials 10.99%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-19,570
402
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403
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404
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405
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-510,142
408
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-7,555
409
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-650,008
410
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-287,360
411
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-8,105
412
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413
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-24,197
414
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-80,503
415
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416
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-9,893
417
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418
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419
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-492,738
420
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-1,900
421
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-160,696
422
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-39,218
423
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424
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-7,142
425
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-79,888
15 16
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