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
$12.6B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$236M
3
+$227M
4
CL icon
Colgate-Palmolive
CL
+$215M
5
TROW icon
T. Rowe Price
TROW
+$202M

Top Sells

1
+$237M
2
+$211M
3
+$186M
4
EA icon
Electronic Arts
EA
+$162M
5
LRCX icon
Lam Research
LRCX
+$149M

Sector Composition

1 Healthcare 22%
2 Technology 17.51%
3 Financials 16.83%
4 Industrials 10.95%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-7,300
452
– –
-16,469
453
– –
-121,425
454
– –
-871
455
– –
-1,727
456
– –
-125,166
457
– –
-56,500
458
– –
-300
459
– –
-1,090
460
– –
-299,382
461
– –
-2,749
462
– –
-39,597
463
– –
-8,338
464
– –
-266
465
– –
-38,976
466
– –
-1,100
467
– –
-30,326
468
– –
-12,452
469
– –
-66,123
470
– –
-700
471
– –
-2,507,002
472
– –
-15,569
15 16 17 18
19