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
$10.8B
AUM Growth
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$183M
3
+$166M
4
AMGN icon
Amgen
AMGN
+$99.8M
5
BIIB icon
Biogen
BIIB
+$76.9M

Top Sells

1
+$275M
2
+$206M
3
+$189M
4
BA icon
Boeing
BA
+$183M
5
MA icon
Mastercard
MA
+$182M

Sector Composition

1 Technology 21.82%
2 Healthcare 16.82%
3 Consumer Discretionary 14.1%
4 Industrials 9.51%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-5,638
452
– –
-22,165
453
– –
-100,308
454
– –
-155,346
455
– –
-5,400
456
– –
-17,813
457
$0 ﹤0.01%
+14
458
– –
-22,134
459
– –
-14,399
460
– –
-1,263,163
461
– –
-374,637
462
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-661,785
463
$0 ﹤0.01%
9
-27,158
464
– –
-342,893
465
– –
-87,678
466
– –
-12,979
467
– –
-177,309
15 16 17 18
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