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
– –
-26,046
402
– –
-3,850
403
– –
-41,800
404
– –
-5,659
405
– –
-5,100
406
– –
-110,776
407
– –
-63,973
408
$0 ﹤0.01%
21
-78,032
409
– –
-6,058
410
– –
-9
411
– –
-527,254
412
– –
-224,147
413
– –
-122,159
414
– –
-368,805
415
– –
-127,262
416
– –
-28,499
417
– –
-3,700
418
– –
-3
419
– –
-397,855
420
– –
-509
421
– –
-27,385
422
– –
-8,873
423
– –
-5,200
424
$0 ﹤0.01%
+14
425
– –
-102,740
15 16
17
18 19