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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$279M
2
+$220M
3
+$205M
4
GWW icon
W.W. Grainger
GWW
+$171M
5
MOMO
Hello Group
MOMO
+$162M

Top Sells

1
+$246M
2
+$222M
3
+$222M
4
MMM icon
3M
MMM
+$208M
5
SWKS icon
Skyworks Solutions
SWKS
+$195M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-3,388
402
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-44,337
403
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-11,196
404
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-27,800
405
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-49,900
406
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-123,496
407
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-37,634
408
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-4,400
409
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-318,948
410
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-23,904
411
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-4,699
412
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-436,859
413
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-146,222
414
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-19,064
415
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-240,121
416
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-12,000
417
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-4,300
418
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-4,280,345
419
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-46,971
420
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-25,287
421
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-2,000
422
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-477
423
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-63,440
424
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-76,376
425
– –
-9,200
15 16
17
18 19