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
$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
476
– –
-116,900
477
– –
-4,900
478
– –
-27,580
479
– –
-135,789
480
– –
-9,400
481
– –
-7,288
482
– –
-52,578
483
– –
-2,644,700
484
– –
-25,200
485
– –
-127,553
486
– –
-1,068
487
– –
-14,881
488
– –
-9,090
489
– –
-285,115
490
$0 ﹤0.01%
5,232
-5,487
491
– –
-16,663
492
– –
-147,216
493
– –
-3,700
494
– –
-182,805
495
– –
-18,351
496
– –
-33,344
497
– –
-43,914
498
– –
-11,113
16 17 18 19
20