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

Top Buys

1
+$102M
2
+$60.2M
3
+$52.1M
4
NOV icon
NOV
NOV
+$43M
5
SWKS icon
Skyworks Solutions
SWKS
+$40.7M

Top Sells

1
+$66.4M
2
+$49M
3
+$48.2M
4
VZ icon
Verizon
VZ
+$46.3M
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
376
– –
-18,722
377
– –
-75,200
378
– –
-2,900
379
– –
-7,269
380
– –
-21,700
381
– –
-38,241
382
– –
-5,500
383
– –
-600
384
– –
-2,300
385
– –
-7,060
386
– –
-215,283
387
– –
-729,785
388
– –
-6,500
389
– –
-70,998
390
– –
-12,436
391
– –
-26,753
392
– –
-16,200
393
– –
-17,300
394
– –
-6,800
395
– –
-4,595
396
– –
-510
397
– –
-8,800
398
– –
-12,288
399
– –
-7,700
400
– –
-432
13 14 15
16
17