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
401
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-164,800
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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-12,913
407
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408
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-28,142
409
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-68,377
410
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-3,600
411
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-22,572
412
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-181,672
413
$0 ﹤0.01%
+23,800
414
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-312,596
415
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-168,735
416
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-20,007
417
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-35,035
418
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-6,200
419
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-30,100
420
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-19,400
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