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
+$198M
2
+$174M
3
+$145M
4
RF icon
Regions Financial
RF
+$105M
5
CMI icon
Cummins
CMI
+$104M

Top Sells

1
+$154M
2
+$149M
3
+$121M
4
PH icon
Parker-Hannifin
PH
+$121M
5
ROK icon
Rockwell Automation
ROK
+$116M

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
– –
-28,400
452
– –
-13,500
453
– –
-2,524
454
– –
-10,543
455
– –
-15,600
456
– –
-24,150
457
– –
-18,411
458
– –
-122,577
459
– –
-16,184
460
– –
-16,989
461
– –
-5,149
462
– –
-51,247
463
– –
-512,283
464
– –
-7,748
465
– –
-480
466
– –
-196,577
467
– –
-24,564
468
– –
-56,739
469
– –
-11,647
470
– –
-14,672
471
– –
-249
472
– –
-51,956
473
– –
-233,585
474
– –
-1,435
475
– –
-2,100
16 17 18
19
20