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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$180M
3
+$155M
4
CMI icon
Cummins
CMI
+$101M
5
RF icon
Regions Financial
RF
+$98.7M

Top Sells

1
+$150M
2
+$132M
3
+$121M
4
HCA icon
HCA Healthcare
HCA
+$115M
5
NTAP icon
NetApp
NTAP
+$115M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-41,605
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403
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404
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408
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410
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411
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-53,752
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414
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415
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416
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417
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418
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419
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420
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421
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422
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423
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424
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425
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-9,600
15 16
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