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
+$116M
2
+$96.9M
3
+$89.1M
4
AMGN icon
Amgen
AMGN
+$87M
5
TXN icon
Texas Instruments
TXN
+$86.4M

Top Sells

1
+$128M
2
+$114M
3
+$89.2M
4
EL icon
Estee Lauder
EL
+$74.6M
5
LUMN icon
Lumen
LUMN
+$68M

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
501
– –
-171,171
502
– –
-4,059
503
– –
-94,729
504
– –
-4,097
505
– –
-45,431
506
– –
-428,147
507
– –
-11,744
508
– –
-11,399
509
– –
-161,521
510
– –
-139,901
511
– –
-162,743
17 18 19 20
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