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
$9.75B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$123M
3
+$121M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$108M
5
JD icon
JD.com
JD
+$103M

Top Sells

1
+$208M
2
+$173M
3
+$163M
4
BIIB icon
Biogen
BIIB
+$142M
5
CDNS icon
Cadence Design Systems
CDNS
+$120M

Sector Composition

1 Technology 19.63%
2 Financials 12.22%
3 Consumer Discretionary 11.75%
4 Healthcare 11.11%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-5,100
402
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-110,776
403
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-63,973
404
$0 ﹤0.01%
21
-78,032
405
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-6,058
406
– –
-9
407
– –
-527,254
408
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-224,147
409
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-122,159
410
– –
-368,805
411
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-127,262
412
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-37,053
413
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-17,000
414
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-28,499
415
– –
-3,700
416
– –
-3
417
– –
-397,855
418
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-774,881
419
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-509
420
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-6,800
421
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-11,304
422
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-4,800
423
– –
-26,574
424
– –
-27,385
425
– –
-8,873
15 16
17
18 19