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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$134M
3
+$133M
4
ROK icon
Rockwell Automation
ROK
+$124M
5
LRCX icon
Lam Research
LRCX
+$122M

Top Sells

1
+$169M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$109M
5
AMD icon
Advanced Micro Devices
AMD
+$108M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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404
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416
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417
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425
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-72,741
15 16
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