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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$56.2M
3
+$53.1M
4
NOV icon
NOV
NOV
+$47.8M
5
SWKS icon
Skyworks Solutions
SWKS
+$42.4M

Top Sells

1
+$66.4M
2
+$48.3M
3
+$47.1M
4
VZ icon
Verizon
VZ
+$45.5M
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
– –
-2,700
280
– –
-90,650
281
– –
-35,500
282
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-6,200
283
– –
-13,931
284
– –
-12,900
285
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-16
286
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-6,800
287
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-17,200
288
– –
-916,312
289
– –
-3,400
290
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-4,275
291
– –
-3,900
292
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-6,300
293
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-213,156
294
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-441,526
295
$0 ﹤0.01%
6
-186,373
296
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-173,358
297
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-173
298
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-6,132
299
– –
-4,200
300
– –
-11,600
10 11
12
13 14