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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$183M
3
+$166M
4
AMGN icon
Amgen
AMGN
+$99.8M
5
BIIB icon
Biogen
BIIB
+$76.9M

Top Sells

1
+$275M
2
+$206M
3
+$189M
4
BA icon
Boeing
BA
+$183M
5
MA icon
Mastercard
MA
+$182M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-185,548
402
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-17,890
403
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-38,574
404
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-19,500
405
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-1,200
406
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-3,811,049
407
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-47,140
408
$0 ﹤0.01%
5
-6,895
409
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-317,600
410
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-62,905
411
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-54,616
412
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-19,100
413
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-3,300
414
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-12,677
415
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-25,400
416
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-146,762
417
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-23,231
418
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-6,630
419
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-29,471
420
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-242,132
421
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-47,934
422
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-152,074
423
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-61,766
424
– –
-40,400
425
– –
-800
15 16
17
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