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

Top Buys

1
+$105M
2
+$56.2M
3
+$53.1M
4
NOV icon
NOV
NOV
+$47.8M
5
SWKS icon
Skyworks Solutions
SWKS
+$42.4M

Top Sells

1
+$66.4M
2
+$48.3M
3
+$47.1M
4
VZ icon
Verizon
VZ
+$45.5M
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
401
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-7,300
402
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-398,551
403
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-168
404
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-20,100
405
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-42,957
406
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-9,700
407
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-1,000
408
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-39,890
409
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-10,000
410
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-20
411
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-3,900
412
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-16,800
413
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-22,572
414
$0 ﹤0.01%
+23,800
415
$0 ﹤0.01%
+68
416
– –
-88,193
417
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-2,223
418
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-5,500
419
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-44,067
420
– –
-4,100
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