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
+$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
– –
-9,390
280
– –
-14,708
281
– –
-9,000
282
– –
-8,500
283
– –
-42,538
284
– –
-381,811
285
– –
-895,422
286
$0 ﹤0.01%
+68
287
– –
-2,700
288
– –
-90,650
289
– –
-35,500
290
– –
-6,200
291
– –
-13,931
292
– –
-12,900
293
$0 ﹤0.01%
6
-186,373
294
– –
-173,358
295
– –
-4,200
296
– –
-44,067
297
– –
-4,100
298
– –
-15,297
299
– –
-75,200
300
– –
-2,900
10 11
12
13 14