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
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$183M
3
+$166M
4
AMGN icon
Amgen
AMGN
+$99.8M
5
BIIB icon
Biogen
BIIB
+$76.9M

Top Sells

1
+$275M
2
+$206M
3
+$189M
4
BA icon
Boeing
BA
+$183M
5
MA icon
Mastercard
MA
+$182M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-5,843
427
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-7,800
428
$0 ﹤0.01%
3
-1,960,985
429
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431
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432
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-1,891,298
433
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434
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435
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-14,925
436
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437
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-21,900
438
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-12,800
439
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-20,793
440
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-25,000
441
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-287,200
442
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443
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444
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445
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446
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447
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-12,800
448
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-39,000
449
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-37,900
450
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-16,200
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