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
$5.8B
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$74M
3
+$64.5M
4
GLW icon
Corning
GLW
+$61.9M
5
ROST icon
Ross Stores
ROST
+$56.5M

Top Sells

1
+$94.4M
2
+$78.9M
3
+$74M
4
PNRA
Panera Bread Co
PNRA
+$71.8M
5
INTU icon
Intuit
INTU
+$65.1M

Sector Composition

1 Technology 20.98%
2 Healthcare 19.18%
3 Financials 14.5%
4 Industrials 9.88%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-574
427
– –
-367,962
428
– –
-6,846
429
– –
-49,672
430
– –
-3,249
431
– –
-164,097
432
– –
-776
433
– –
-28,692
434
– –
-204,586
435
– –
-10,557
436
– –
-5,025
437
– –
-50,586
438
– –
-2,341
439
– –
-85,848
440
– –
-293,528
441
– –
-199,481
442
– –
-327
443
– –
-117,296
444
– –
-9,796
445
– –
-150,118
446
– –
-117
447
– –
-357
448
– –
-225
449
– –
-70,669
450
– –
-357,273
15 16 17
18
19