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
$5.77B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$107M
3
+$89M
4
CELG
Celgene Corp
CELG
+$86.1M
5
AMGN icon
Amgen
AMGN
+$85.8M

Top Sells

1
+$126M
2
+$110M
3
+$97.2M
4
EL icon
Estee Lauder
EL
+$72.4M
5
VMW
VMware, Inc
VMW
+$64.9M

Sector Composition

1 Healthcare 24.72%
2 Technology 19.88%
3 Consumer Discretionary 12.55%
4 Financials 10.99%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-116,314
477
– –
-3,521
478
– –
-815
479
– –
-58,533
480
– –
-24,452
481
– –
-2,328
482
– –
-178,599
483
– –
-824,233
484
– –
-405,152
485
– –
-256,358
486
– –
-82,952
487
– –
-1,368
488
– –
-59,760
489
– –
-21,005
490
– –
-457,500
491
– –
-58,135
492
– –
-167,559
493
– –
-13,713
494
– –
-200,245
495
– –
-711
496
– –
-151,632
497
– –
-14,408
498
– –
-9,352
499
– –
-668
500
– –
-193,194
17 18 19
20
21