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

Top Buys

1
+$54.2M
2
+$43.2M
3
+$43.2M
4
LH icon
Labcorp
LH
+$41.6M
5
IXC icon
iShares Global Energy ETF
IXC
+$39.4M

Top Sells

1
+$44.6M
2
+$41.5M
3
+$31.2M
4
HD icon
Home Depot
HD
+$27.1M
5
GILD icon
Gilead Sciences
GILD
+$26.2M

Sector Composition

1 Healthcare 20.86%
2 Technology 14.84%
3 Financials 13.3%
4 Industrials 12.59%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-85,914
402
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-460,749
403
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-257,780
404
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-48,700
405
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-94,301
406
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-17,470
407
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-8,996
408
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-159,170
409
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-11,000
410
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-93,128
411
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-71,000
412
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-50,791
413
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-16,434
414
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-103,767
415
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-26,100
416
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-49,699
417
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-3,869
418
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-78,980
419
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-10,220
420
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-9,600
421
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-56,402
422
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-19,200
423
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-84,889
424
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-33,561
425
– –
-5,600
15 16
17
18 19