JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
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
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$184M
3
+$119M
4
PCG icon
PG&E
PCG
+$108M
5
EA icon
Electronic Arts
EA
+$100M

Top Sells

1
+$206M
2
+$174M
3
+$112M
4
LNC icon
Lincoln National
LNC
+$96.4M
5
AA icon
Alcoa
AA
+$96.2M

Sector Composition

1 Healthcare 21.69%
2 Technology 20.29%
3 Consumer Discretionary 10.88%
4 Industrials 10.38%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-12,700
452
– –
-107
453
– –
-92,239
454
– –
-7,550
455
– –
-159
456
– –
-72,589
457
– –
-214,963
458
– –
-8,908
459
– –
-2,234
460
– –
-668
461
– –
-496
462
– –
-367
463
– –
-12,100
464
– –
-174
465
– –
-407,380
466
– –
-18
467
– –
-15,600
468
– –
-37,680
469
– –
-56,731
470
– –
-192
471
– –
-2,662
472
– –
-9,926
473
– –
-466
474
– –
-93,257
475
– –
-209
16 17 18
19
20