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
$10.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$212M
2
+$182M
3
+$135M
4
STT icon
State Street
STT
+$117M
5
EA icon
Electronic Arts
EA
+$106M

Top Sells

1
+$192M
2
+$174M
3
+$103M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-2,700
427
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428
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-464,184
429
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-107,519
430
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431
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432
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-900
433
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-374,738
434
$0 ﹤0.01%
+417,595
435
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-12,000
436
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437
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438
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439
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440
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441
$0 ﹤0.01%
871
-4,361
442
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-84,685
443
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-12,700
444
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-107
445
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-92,239
446
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-7,550
447
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-159
448
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-72,589
449
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-214,963
450
– –
-8,908
16 17
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