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
$11.3B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$227M
3
+$218M
4
EL icon
Estee Lauder
EL
+$153M
5
DIS icon
Walt Disney
DIS
+$111M

Top Sells

1
+$250M
2
+$247M
3
+$181M
4
TXN icon
Texas Instruments
TXN
+$175M
5
NRG icon
NRG Energy
NRG
+$145M

Sector Composition

1 Healthcare 18.61%
2 Technology 18.31%
3 Financials 13.59%
4 Consumer Discretionary 10.78%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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427
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429
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430
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-4,900
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436
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439
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-1,634,436
440
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441
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445
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448
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449
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-638,740
450
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-77,620
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