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
$9.56B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$180M
3
+$155M
4
CMI icon
Cummins
CMI
+$101M
5
RF icon
Regions Financial
RF
+$98.7M

Top Sells

1
+$150M
2
+$132M
3
+$121M
4
HCA icon
HCA Healthcare
HCA
+$115M
5
NTAP icon
NetApp
NTAP
+$115M

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
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477
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-7,288
478
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479
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-2,644,700
480
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-127,553
482
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-1,068
483
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-14,881
484
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-9,090
485
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-285,115
486
$0 ﹤0.01%
5,232
-5,487
487
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-16,663
488
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-147,216
489
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-3,700
490
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-182,805
491
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492
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493
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-43,914
494
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495
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-19,500
496
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-44,586
497
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-83,272
498
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-21,989
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