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
– –
-1,082
427
– –
-1,891,298
428
– –
-444,200
429
– –
-1,800
430
– –
-496,620
431
– –
-46,019
432
– –
-29,448
433
– –
-2,339,004
434
– –
-28,314
435
– –
-387,939
436
– –
-3,129
437
– –
-41,400
438
– –
-14,925
439
– –
-135,865
440
– –
-21,900
441
– –
-12,800
442
$0 ﹤0.01%
+17
443
– –
-20,793
444
– –
-25,000
445
– –
-287,200
446
– –
-706,907
447
– –
-19,444
448
– –
-13,527
449
– –
-12,800
450
– –
-39,000
15 16 17
18
19