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
$1.05B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$13.8M
3
+$12M
4
VZ icon
Verizon
VZ
+$11.5M
5
DO
Diamond Offshore Drilling
DO
+$10.8M

Top Sells

1
+$12.6M
2
+$9.56M
3
+$9.54M
4
BEN icon
Franklin Resources
BEN
+$9.48M
5
JCI icon
Johnson Controls International
JCI
+$9.28M

Sector Composition

1 Consumer Discretionary 15.78%
2 Healthcare 15.39%
3 Financials 14.28%
4 Industrials 11.1%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
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