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
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-1,900
502
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-12,709
503
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-262,341
504
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-5,770
505
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-715
506
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-48,443
507
$0 οΉ€0.01%
10,719
-3,255
508
– –
-43,558
509
– –
-1,992
510
– –
-265
511
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-22,858
512
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-171,465
513
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-3,953
514
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-17
515
– –
-1,294
516
– –
-4,600
517
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-175,175
518
– –
-1,642,662
519
– –
-5,600
520
– –
-871
521
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-29,866
522
– –
-2,090,201
523
– –
-33,370
524
– –
-180,391
525
– –
-5,800
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