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
$7.75B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$91M
3
+$80M
4
CSCO icon
Cisco
CSCO
+$65.1M
5
TROW icon
T. Rowe Price
TROW
+$59.4M

Top Sells

1
+$190M
2
+$157M
3
+$134M
4
CTXS
Citrix Systems Inc
CTXS
+$126M
5
CDNS icon
Cadence Design Systems
CDNS
+$108M

Sector Composition

1 Technology 21.69%
2 Financials 14.93%
3 Consumer Discretionary 12.65%
4 Healthcare 9.85%
5 Industrials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-85,081
502
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-1,283,401
503
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-13,209
504
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-39,979
505
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-18,588
506
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-487,840
507
– –
-263,473
508
– –
-618,000
509
– –
-584,213
510
– –
-26,632
511
– –
-265
512
– –
-2,464
513
– –
-652,872
514
– –
-14
515
– –
-8,187
17 18 19 20
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