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

Top Buys

1
+$37.5M
2
+$33.8M
3
+$31.8M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$31.1M
5
VZ icon
Verizon
VZ
+$26.8M

Top Sells

1
+$30.7M
2
+$29.4M
3
+$25.2M
4
HAL icon
Halliburton
HAL
+$22M
5
VLO icon
Valero Energy
VLO
+$21M

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
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