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
+$155M
2
+$130M
3
+$120M
4
JD icon
JD.com
JD
+$109M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$101M

Top Sells

1
+$219M
2
+$182M
3
+$159M
4
BIIB icon
Biogen
BIIB
+$143M
5
CDNS icon
Cadence Design Systems
CDNS
+$127M

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
$0 ﹤0.01%
15
-67,124
402
$0 ﹤0.01%
10
403
– –
-2,256,881
404
– –
-78,832
405
– –
-16,000
406
$0 ﹤0.01%
5
407
$0 ﹤0.01%
16
-344,768
408
– –
-23,199
409
– –
-70,104
410
– –
-221,481
411
– –
-18,150
412
– –
-33,954
413
– –
-3,850
414
– –
-41,800
415
– –
-5,659
416
– –
-5,100
417
– –
-110,776
418
– –
-63,973
419
$0 ﹤0.01%
21
-78,032
420
– –
-6,058
421
– –
-9
422
– –
-527,254
423
– –
-224,147
424
– –
-122,159
425
– –
-368,805
15 16
17
18 19