JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
604
-5,476
277
$3K ﹤0.01%
+339
278
$3K ﹤0.01%
162
-450,483
279
– –
-52,440
280
– –
-7,300
281
– –
-398,551
282
– –
-168
283
– –
-20,100
284
– –
-42,957
285
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-9,700
286
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-1,000
287
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-39,890
288
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-10,000
289
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-20
290
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-3,900
291
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-16,800
292
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-4,200
293
$0 ﹤0.01%
+68
294
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-173
295
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-14,500
296
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-213,156
297
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-441,526
298
$0 ﹤0.01%
6
-186,373
299
– –
-173,358
300
– –
-6,132
10 11
12
13 14