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
401
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402
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403
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404
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405
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407
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408
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411
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415
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416
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-42,600
417
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420
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421
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422
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423
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-33,561
424
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-5,600
425
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15 16
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