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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$180M
3
+$155M
4
CMI icon
Cummins
CMI
+$101M
5
RF icon
Regions Financial
RF
+$98.7M

Top Sells

1
+$150M
2
+$132M
3
+$121M
4
HCA icon
HCA Healthcare
HCA
+$115M
5
NTAP icon
NetApp
NTAP
+$115M

Sector Composition

1 Healthcare 21.96%
2 Technology 21.45%
3 Consumer Discretionary 13.35%
4 Industrials 12.18%
5 Financials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-553
452
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-116,900
453
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-4,900
454
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-9,400
455
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-14,881
456
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-9,090
457
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-285,115
458
$0 ﹤0.01%
5,232
-5,487
459
– –
-16,663
460
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-147,216
461
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-3,700
462
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-182,805
463
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-18,351
464
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-33,344
465
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-43,914
466
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-11,113
467
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-19,500
468
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-44,586
469
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-83,272
470
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-21,989
471
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-37,078
472
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-117,223
473
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-2,231
474
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-13,379
475
$0 ﹤0.01%
18
-59,671
16 17 18
19
20