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
$9.75B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$123M
3
+$121M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$108M
5
JD icon
JD.com
JD
+$103M

Top Sells

1
+$208M
2
+$173M
3
+$163M
4
BIIB icon
Biogen
BIIB
+$142M
5
CDNS icon
Cadence Design Systems
CDNS
+$120M

Sector Composition

1 Technology 19.63%
2 Financials 12.22%
3 Consumer Discretionary 11.75%
4 Healthcare 11.11%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-5,200
427
$0 ﹤0.01%
+14
428
– –
-102,740
429
– –
-10,300
430
– –
-527
431
– –
-3,355
432
– –
-14,116
433
– –
-18,700
434
– –
-230,583
435
– –
-120,299
436
– –
-17
437
– –
-12,905
438
– –
-5,498
439
$0 ﹤0.01%
51
-28,848
440
– –
-5,300
441
– –
-27,849
442
– –
-119,611
443
– –
-10,776
444
– –
-22,434
445
$0 ﹤0.01%
10
-2,850,267
446
– –
-8,200
447
– –
-318,389
448
– –
-51,459
449
– –
-2,638
450
– –
-26,046
15 16 17
18
19