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
$2.03B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$35.4M
3
+$31.5M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M
5
VZ icon
Verizon
VZ
+$27M

Top Sells

1
+$30.7M
2
+$28.8M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$20.7M
5
VLO icon
Valero Energy
VLO
+$19.3M

Sector Composition

1 Healthcare 15.76%
2 Financials 14.23%
3 Technology 13.74%
4 Consumer Discretionary 12.63%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-74,178
352
– –
-56,100
353
– –
-28,300
354
– –
-175
355
– –
-5,100
356
– –
-21,873
357
– –
-8,600
358
– –
-331
359
– –
-152,838
360
– –
-3,900
361
– –
-35,809
362
– –
-10,279
363
– –
-158,991
364
– –
-1,400
365
– –
-10,292
366
– –
-66,000
367
– –
-36,807
368
– –
-63,300
369
– –
-162,806
370
– –
-23,537
371
– –
-191,162
372
– –
-97,500
373
– –
-28,000
374
– –
-315
375
– –
-508,857
13 14
15
16 17