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
$14B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$279M
2
+$220M
3
+$205M
4
GWW icon
W.W. Grainger
GWW
+$171M
5
MOMO
Hello Group
MOMO
+$162M

Top Sells

1
+$246M
2
+$222M
3
+$222M
4
MMM icon
3M
MMM
+$208M
5
SWKS icon
Skyworks Solutions
SWKS
+$195M

Sector Composition

1 Healthcare 19.03%
2 Technology 17.61%
3 Financials 13.67%
4 Consumer Discretionary 12.41%
5 Industrials 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-18,900
477
– –
-8,266
478
– –
-32,400
479
– –
-4,900
480
– –
-19,900
481
– –
-27,885
482
– –
-9,000
483
– –
-39,352
484
– –
-223,681
16 17 18 19
20