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
$10.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$212M
2
+$182M
3
+$135M
4
STT icon
State Street
STT
+$117M
5
EA icon
Electronic Arts
EA
+$106M

Top Sells

1
+$192M
2
+$174M
3
+$103M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-396,893
402
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403
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404
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408
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409
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410
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411
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412
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415
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416
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417
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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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-107,519
15 16
17
18 19