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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$54.2M
2
+$43.2M
3
+$43.2M
4
LH icon
Labcorp
LH
+$41.6M
5
IXC icon
iShares Global Energy ETF
IXC
+$39.4M

Top Sells

1
+$44.6M
2
+$41.5M
3
+$31.2M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$26.2M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.84%
3 Financials 13.3%
4 Industrials 12.59%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-56,300
327
– –
-25,997
328
– –
-112,447
329
– –
-6,600
330
– –
-20,198
331
– –
-45,300
332
– –
-9,500
333
– –
-18,900
334
– –
-36,900
335
– –
-78,980
336
– –
-10,220
337
– –
-162,961
338
– –
-31,937
339
– –
-15,752
340
– –
-11,839
341
– –
-42,600
342
– –
-84,889
343
– –
-33,561
344
– –
-5,600
345
– –
-428,512
346
– –
-159,147
347
– –
-107,869
348
– –
-89,056
349
– –
-235,105
350
– –
-128,362
12 13
14
15 16