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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-43,042
402
– –
-46,158
403
– –
-179,600
404
– –
-7,342
405
– –
-6,900
406
– –
-689,707
407
– –
-18,500
408
– –
-5,006
409
– –
-91,463
410
– –
-16,383
411
– –
-1,141
412
– –
-48,617
413
– –
-53,233
414
– –
-2,443
415
– –
-38,396
416
– –
-3,200
417
– –
-10,400
418
– –
-68,316
419
– –
-321,579
420
– –
-21,844
421
– –
-6,344
422
– –
-100
423
– –
-9,600
424
– –
-38,131
425
– –
-8,011
15 16
17
18 19