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
$3.54B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$55.1M
3
+$52.3M
4
SHW icon
Sherwin-Williams
SHW
+$52M
5
T icon
AT&T
T
+$49.9M

Top Sells

1
+$64.7M
2
+$59.5M
3
+$57.7M
4
LOW icon
Lowe's Companies
LOW
+$55.7M
5
MNST icon
Monster Beverage
MNST
+$45.8M

Sector Composition

1 Healthcare 17.16%
2 Technology 14.75%
3 Consumer Discretionary 12.63%
4 Financials 10.32%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$712K 0.02%
+17,300
202
$704K 0.02%
+8,000
203
$703K 0.02%
+17,100
204
$701K 0.02%
+14,500
205
$699K 0.02%
+78,000
206
$699K 0.02%
3,900
-1,200
207
$697K 0.02%
+21,700
208
$696K 0.02%
+21,200
209
$696K 0.02%
+8,500
210
$687K 0.02%
9,500
-4,400
211
$686K 0.02%
+10,500
212
$686K 0.02%
+34,100
213
$677K 0.02%
+75,200
214
$673K 0.02%
+12,000
215
$673K 0.02%
+14,708
216
$672K 0.02%
+16,800
217
$668K 0.02%
+9,784
218
$666K 0.02%
+17,700
219
$666K 0.02%
+11,100
220
$664K 0.02%
+9,900
221
$661K 0.02%
+6,800
222
$659K 0.02%
12,118
-20,094
223
$657K 0.02%
+8,800
224
$651K 0.02%
+5,500
225
$647K 0.02%
18,900
+15,500
7 8
9
10 11