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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$113M
3
+$112M
4
UNH icon
UnitedHealth
UNH
+$110M
5
PRU icon
Prudential Financial
PRU
+$102M

Top Sells

1
+$146M
2
+$141M
3
+$111M
4
NOC icon
Northrop Grumman
NOC
+$96.1M
5
VLO icon
Valero Energy
VLO
+$82.7M

Sector Composition

1 Technology 22.64%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-8,700
427
– –
-19,966
428
– –
-6,087
429
– –
-11,025
430
– –
-58,038
431
– –
-18,960
432
– –
-146,096
433
– –
-166,031
434
– –
-383,768
435
– –
-6,100
436
– –
-116,240
437
– –
-62,404
438
– –
-23,602
439
– –
-318,956
440
– –
-700
441
– –
-4,900
442
– –
-1,451
443
– –
-3,742
444
– –
-13,300
445
– –
-14,186
446
– –
-8,765
447
– –
-136,347
448
– –
-246,656
449
– –
-8,861
450
– –
-28,722
16 17
18
19 20