JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
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
+$196M
2
+$196M
3
+$162M
4
AMGN icon
Amgen
AMGN
+$99.2M
5
ORCL icon
Oracle
ORCL
+$79M

Top Sells

1
+$290M
2
+$220M
3
+$199M
4
BA icon
Boeing
BA
+$183M
5
TRV icon
Travelers Companies
TRV
+$151M

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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5
-6,895
402
– –
-317,600
403
– –
-12,581
404
– –
-54,616
405
– –
-19,100
406
– –
-3,300
407
– –
-12,677
408
– –
-25,400
409
– –
-146,762
410
– –
-23,231
411
– –
-6,630
412
– –
-29,471
413
$0 ﹤0.01%
9
-27,158
414
– –
-342,893
415
– –
-87,678
416
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-242,132
417
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-47,934
418
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419
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-61,766
420
– –
-40,400
421
– –
-800
422
– –
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423
– –
-7,800
424
$0 ﹤0.01%
3
-1,960,985
425
– –
-10,300
15 16
17
18 19