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
– –
-17,200
477
– –
-2,316
478
– –
-152
479
– –
-18,243
480
– –
-76,373
481
– –
-11,723
482
– –
-8,622
483
– –
-23,363
484
– –
-1,609
485
$0 ﹤0.01%
119,636
+19,017
486
– –
-3,700
487
– –
-18,411
488
– –
-122,577
489
– –
-16,184
490
– –
-16,989
491
– –
-5,149
492
– –
-51,247
493
– –
-512,283
494
– –
-7,748
495
– –
-480
496
– –
-196,577
497
– –
-24,564
498
– –
-56,739
16 17 18 19
20