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
$14.6B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$288M
2
+$230M
3
+$213M
4
BBY icon
Best Buy
BBY
+$191M
5
NTAP icon
NetApp
NTAP
+$156M

Top Sells

1
+$268M
2
+$246M
3
+$161M
4
HUM icon
Humana
HUM
+$159M
5
A icon
Agilent Technologies
A
+$150M

Sector Composition

1 Healthcare 18.27%
2 Technology 17.99%
3 Industrials 13.43%
4 Financials 13.32%
5 Consumer Discretionary 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-101,659
402
– –
-11,259
403
– –
-15,600
404
– –
-7,957
405
– –
-45,410
406
– –
-244,512
407
– –
-308,783
408
– –
-68,370
409
– –
-2,342,614
410
– –
-175,263
411
– –
-432,352
412
– –
-7,511
413
– –
-11,200
414
– –
-10,900
415
– –
-161,138
416
– –
-60,607
417
– –
-43,297
418
– –
-15,346
419
– –
-62,799
420
– –
-46,551
421
– –
-13,215,480
422
– –
-95,762
423
– –
-10,850
424
– –
-6,785
425
– –
-295,044
15 16
17
18 19