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
$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
-59,400
352
-2,200
353
-14,911
354
-63,330
355
-5,900
356
-2,684
357
-32,448
358
-40,076
359
-3,784
360
-22,500
361
-13,400
362
-107,468
363
-1,185
364
-14,360
365
-92,705
366
-12,817
367
-86,387
368
-427,283
369
-18,900
370
-154,556
371
-35,366
372
-16,791
373
-3,600
374
-67,900
375
-8,320