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
$3.75B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$56.2M
3
+$53.1M
4
NOV icon
NOV
NOV
+$47.8M
5
SWKS icon
Skyworks Solutions
SWKS
+$42.4M

Top Sells

1
+$66.4M
2
+$48.3M
3
+$47.1M
4
VZ icon
Verizon
VZ
+$45.5M
5
VLO icon
Valero Energy
VLO
+$43.9M

Sector Composition

1 Healthcare 18.89%
2 Technology 16.09%
3 Consumer Discretionary 14.96%
4 Financials 9.57%
5 Consumer Staples 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-895,422
352
– –
-18,506
353
– –
-18,722
354
– –
-75,200
355
– –
-2,900
356
– –
-7,269
357
– –
-21,700
358
– –
-38,241
359
– –
-5,500
360
– –
-600
361
– –
-18,900
362
– –
-11,900
363
– –
-169,181
364
– –
-11,100
365
– –
-7,060
366
– –
-215,283
367
– –
-729,785
368
– –
-6,500
369
– –
-70,998
370
– –
-12,436
371
– –
-26,753
372
– –
-16,200
373
– –
-17,300
374
– –
-6,800
375
– –
-4,595
13 14
15
16 17