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
$3.14B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$43.9M
3
+$41.9M
4
IXC icon
iShares Global Energy ETF
IXC
+$38.8M
5
VLO icon
Valero Energy
VLO
+$38.3M

Top Sells

1
+$47.3M
2
+$42.2M
3
+$34.9M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$25.3M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.9%
3 Financials 13.3%
4 Industrials 12.54%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-208,797
377
– –
-22,500
378
– –
-26,300
379
– –
-129,513
380
– –
-43,506
381
– –
-26,000
382
– –
-12,023
383
– –
-149,000
384
– –
-24,200
385
– –
-84,420
386
– –
-22,200
387
– –
-26,247
388
– –
-193,084
389
– –
-85,914
390
– –
-460,749
391
– –
-257,780
392
– –
-48,700
393
– –
-100,348
394
– –
-94,301
395
– –
-17,470
396
– –
-8,996
397
– –
-159,170
398
– –
-11,000
399
– –
-93,128
400
– –
-71,000
14 15
16
17 18