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
$2.82B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$69M
2
+$55.7M
3
+$49.4M
4
GILD icon
Gilead Sciences
GILD
+$48.2M
5
UNP icon
Union Pacific
UNP
+$39.3M

Top Sells

1
+$37.6M
2
+$36.4M
3
+$34M
4
BHI
Baker Hughes
BHI
+$32.7M
5
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.2M

Sector Composition

1 Healthcare 17.33%
2 Financials 16.18%
3 Technology 12.13%
4 Consumer Discretionary 10.71%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-107,468
352
– –
-1,185
353
– –
-14,360
354
– –
-92,705
355
– –
-12,817
356
– –
-86,387
357
– –
-427,283
358
– –
-18,900
359
– –
-154,556
360
– –
-35,366
361
– –
-16,791
362
– –
-3,600
363
– –
-67,900
364
– –
-8,320
365
– –
-40,600
366
– –
-43,238
367
– –
-25,267
368
– –
-40,600
369
– –
-76,900
370
– –
-2,002,362
371
– –
-30,100
372
– –
-2,468
373
– –
-55,400
374
– –
-10,878
375
– –
-16,200
13 14
15
16 17