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
+$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 14.84%
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
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-8,996
402
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403
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404
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405
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406
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-50,791
407
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408
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-103,767
409
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410
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-49,699
411
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-3,869
412
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-78,980
413
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414
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-9,600
415
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-56,402
416
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417
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-84,889
418
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419
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-5,600
420
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-428,512
421
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-41,700
422
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-108,219
423
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-34,100
424
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-5,724
425
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-78,368
15 16
17
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