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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$180M
3
+$155M
4
CMI icon
Cummins
CMI
+$101M
5
RF icon
Regions Financial
RF
+$98.7M

Top Sells

1
+$150M
2
+$132M
3
+$121M
4
HCA icon
HCA Healthcare
HCA
+$115M
5
NTAP icon
NetApp
NTAP
+$115M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-38,042
427
– –
-444,763
428
– –
-29,800
429
– –
-24,758
430
– –
-20,087
431
– –
-15,200
432
– –
-378
433
– –
-15,700
434
– –
-21,125
435
– –
-353
436
– –
-149,009
437
– –
-46,885
438
– –
-28,232
439
– –
-754,697
440
– –
-10,096
441
– –
-10,543
442
– –
-15,600
443
– –
-24,150
444
– –
-14,672
445
– –
-249
446
– –
-51,956
447
– –
-233,585
448
– –
-1,435
449
– –
-2,100
450
– –
-388,139
16 17
18
19 20