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
$7.08B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$113M
3
+$112M
4
UNH icon
UnitedHealth
UNH
+$110M
5
PRU icon
Prudential Financial
PRU
+$102M

Top Sells

1
+$146M
2
+$141M
3
+$111M
4
NOC icon
Northrop Grumman
NOC
+$96.1M
5
VLO icon
Valero Energy
VLO
+$82.7M

Sector Composition

1 Technology 22.64%
2 Healthcare 19.47%
3 Financials 15.65%
4 Consumer Discretionary 10.44%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-3,000
502
– –
-13,046
503
– –
-5,881
504
– –
-94
505
– –
-92,054
506
– –
-1,227
507
– –
-1,360,735
508
– –
-154,985
509
– –
-1,911
510
– –
-21,228
511
– –
-19,008
512
– –
-43,839
513
– –
-24,892
514
– –
-4,700
515
– –
-2,306
516
– –
-9,500
517
– –
-166
518
– –
-75,822
17 18 19 20
21